What You'll Do
Suggest investment solutions based on each client's investor profile. Ensure quality and satisfaction in client investment services. Prospect new clients and retain current investments through consultative sales. Diversify clients' investment portfolios to meet their needs.
What We're Looking For
Bachelor's degree completed or in progress. Proficiency in Office Suite. CEA certification preferred; CPA-20 acceptable with intent to obtain CEA. Previous experience in the financial market.
What We Offer
Variable compensation structure including PLR and RV. Medical assistance, meal and food allowances, childcare support, Gympass, and transportation assistance are provided.
Key Skills & Technologies
Additional Information
Experience Level
Junior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site