What You'll Do
Provide investment advisory services to clients and potential investors, suggesting investment solutions based on their profiles and needs. Ensure quality and satisfaction in investment-related services. Actively prospect new investor clients and retain current investments through consultative sales. Diversify clients' investment portfolios to meet their comprehensive needs.
What We're Looking For
Bachelor's degree completed or in progress. Proficiency in Microsoft Office Suite. Active CPA-20 certification is mandatory. Previous experience is a plus.
What We Offer
The company offers participation in results, medical assistance, food and meal allowances, childcare assistance, wellness programs, and transportation benefits.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site