Carbon Partner Pleno | Assessoria de Investimentos Local | Campinas

Manage clients and provide investment advisory services in the Campinas region. Offer products and services through a specialized commercial approach. Address client demands and resolve them with available resources. Monitor the economic landscape and market updates.

Active CEA certification is mandatory. CFP certification is a plus. Must be available to work 100% on-site. Desired experience in managing client portfolios and investment products. Strong commercial profile with excellent communication and negotiation skills.

The position offers a comprehensive benefits package including meal and food vouchers, health and dental insurance, childcare assistance, life insurance, and wellness programs. The company promotes a collaborative work environment with various recreational facilities.