Financial Planner at Braúna helping clients make informed financial decisions. Seeking passionate individuals with commercial skills to join the team.
Responsibilities
Auxiliar as pessoas a tomarem as melhores decisões na hora de: comprar um imóvel, investir para a aposentadoria, saber gerir melhor seus ganhos, controlar melhor as despesas, planejar a tão sonhada viagem
Realizar prospecção de clientes
Realizar a gestão da carteira de clientes
Elaboração e desenvolvimento de estratégias financeiras adequadas ao perfil e objetivos dos clientes
Apresentação de planejamento financeiro
Acompanhamento dos clientes ao longo de seu planejamento financeiro para uma implementação eficaz do plano de ação
Requirements
Experiência/Certificações do mercado financeiro (CPA-10 / CPA-20 / CEA / CFP)
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