Financial Advisor

Overview

Role involves providing expert financial guidance to clients through video consultations.

Ideal candidate should have at least 3 years of experience as a Financial Advisor or relevant role.

Local candidates from Brazil preferred

Locations

• Brazil

Requirements

• At least 3 years of experience
• Bachelor's or Master's degree in Finance or related field
• Relevant certifications required
• Ability to analyze financial data
• Strong communication and negotiation skills
• Excellent PC knowledge

Responsibilities

• Provide strategic financial advice
• Assess client's financial picture
• Guide clients towards profitable decisions
• Cultivate client base
• Network and generate leads
• Update financial plans as necessary
• Comply with industry regulations
• Liaise with professionals