Senior Manager, Strategic Finance guiding financial strategies for Wellvana's ACO Performance & Strategy team. Focused on savings opportunities, financial modeling, and AI - driven insights.
About the role
- Financial Planner assisting clients in achieving financial goals through informed decision-making. Engaging in customer relations within a leading investment advisory firm in Brazil.
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.
- Atuando na prospecção de clientes;
- 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)
- Experiência na área comercial
- Gostar de desafios
Benefits
- Bonificação
- Horário flexível
- Plano de carreira
- Metodologia de Treinamento
- Programa de incentivo Financeiro
- Possibilidade de acesso ao Total Pass
- Modelo de Sociedade
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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