Technical Lead for Open Finance solutions in Brazil focusing on data sharing and ensuring compliance. Leading a development team to build scalable and secure platforms within regulatory standards.
About the role
- Financial Advisor developing financial plans and managing investments for clients. Building relationships and achieving business growth in the financial services sector.
Responsibilities
- Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
- Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
- Build and maintain strong client relationships, fostering trust and long-term partnerships.
- Acquire and manage a book of business, expanding the firm's client base.
- Conduct thorough financial analyses and market research to identify investment opportunities.
- Ensure compliance with all regulatory requirements and ethical standards.
- Participate in business development activities, including networking and client acquisition.
- Stay up-to-date on industry trends, regulations, and product offerings.
Requirements
- Experience as a Financial Advisor.
- Active Series 65 or 66 license required.
- Active Health and Life Insurance licenses required.
- Established book of business required.
- Strong understanding of financial planning principles, investment strategies, and insurance products.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to build and maintain client relationships.
- Self-motivated, results-oriented, and able to work independently.
- Bachelor's degree in finance, economics, or a related field preferred.
- Proficient with financial planning software and CRM systems.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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