Financial Planner
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Job Description
Planejador financeiro desenvolvendo relacionamentos e oportunidades comerciais para a Blue3 Investimentos. Conectando clientes à Mesa de Planejamento e apoiando estratégias financeiras.
Responsibilities:
- Develop commercial opportunities and build relationships with prospective clients
- Contact and conduct meetings with prospective and existing clients
- Understand each client’s financial situation, needs, and goals
- Build and maintain close, long-term relationships
- Serve as the link between the client and the Financial Planning Desk, communicating identified information and needs
- Monitor the progress of client requests with the Financial Planning Desk
- Present the strategies developed and guide clients in understanding them
- Conduct follow-ups and monitor client progress
- Identify new opportunities through relationships with the client portfolio
- Organize and manage the routine of client contacts, meetings, and follow-up activities
- Focus on relationship building, conversion, and portfolio development
Requirements:
- Excellent verbal communication skills and the ability to lead meetings
- Commercial, consultative, and results-oriented profile
- Ability to build relationships and establish rapport with clients
- Organization, autonomy, and discipline in managing daily activities
- Interest in financial markets and motivation to develop a career in the field
- A degree in Economics, Business Administration, or a related field is a plus
- Previous experience in the financial industry is a plus
- Knowledge of or certifications related to financial markets are a plus
Benefits:
- Competitive market-based compensation, with the potential for additional earnings based on performance and results
- Comprehensive training for technical, commercial, and behavioral development
- Structured training to support growth in the role
- Guidance and support throughout the development journey
- Proprietary methodology for training and developing Financial Planners
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