Planejador Financeiro/ Planejador Patrimonial - Brasília, Brasil - Grupo Capital

Descrição

About the Job:
If you are looking for a job with high earning potential and want to work with purpose, become a Financial and Wealth Planner at Grupo Capital.

There are two profiles that can apply for this job:

- Profile 1: Planner **WITH** experience (knowledge + client portfolio)
- Profile 2: Planner **WITHOUT** experience (career transition + high-income relationship network)

Training and mentoring for development are specific to each profile.

If you believe this opportunity aligns with what you are looking for, apply now!


About Grupo Capital:
In the financial market, most clients are constantly disadvantaged. Advisory firms, banks, and insurance brokers often focus on meeting their own goals rather than the clients' goals.

Founded in 2020 by professionals with extensive experience in the financial and planning market, Grupo Capital stands out as an organization that genuinely cares about people and always puts clients first. With over 30 professionals, access to top financial solutions, and a proven exclusive method validated by over 4,000 clients, we aim to make a difference by promoting success and prosperity for individuals and communities we interact with.

Your Development at Grupo Capital:
Your career evolution is our priority. You will have access to best practices, tools for professional growth, and a well-structured partnership program that can lead to becoming a partner in a solid company.

Throughout your journey with Grupo Capital, you will be supported by an experienced team of experts and mentors. The onboarding process will cover everything you need to know about the model, exclusive financial and wealth planning methodology, client processes, and interactions.

Technical and practical training will follow, including real case studies to enhance your capabilities. We also encourage feedback, believing it is crucial for true development and can open doors to a new professional level.

Responsibilities:
- Prospect and close new clients
- Build and maintain your client portfolio
- Manage the sales cycle
- Explain the method, understand client financial needs and goals, and collect necessary information for accurate financial or wealth planning
- Align expectations between clients and services to be provided
- Provide personalized financial or wealth planning for clients
- Offer proper advice on client financial resources to help them achieve their goals
- Conduct meetings to present and implement financial or wealth planning projects, addressing any doubts
- Conduct consultative sales of products and solutions required for each plan

Behavioral Requirements:
- Share Grupo Capital's values and culture
- Prioritize clients' interests
- Results-oriented
- Open to giving and receiving feedback
- Active listening, charisma, and friendliness
- Strong communication and interpersonal skills
- Proactive and problem-solving attitude

Technical Requirements and Experience:
- Profile 1:**Experience** in Financial Planning, Wealth Planning, or Investments
- Minimum 1 year of experience in **sales** and negotiation in the financial market
- **Certification** such as CFP, CEA, CNPI, CGA, AAI, SUSEP, or postgraduate degree in capital market or wealth, succession, or tax planning
- Active client portfolio for planning or investments
- Profile 2: Negotiation skills, experience and/or relationships with high-income clients/partners, basic knowledge of financial market solutions and products

What You'll Get:
- Highly competitive **remuneration**
- Professional development
- Structured partnership program
- Opportunity to venture with zero risk
- Exclusive training
- Proven exclusive financial and wealth planning methodology
- Access to a complete hub of financial solutions
- Support from a multidisciplinary team of experienced and certified specialists
- Flexible hours and remote work
- Opportunities for professional development and growth
- Opportunity to develop new projects/products with Grupo Capital
- Friendly, collaborative, and inspiring environment
- Back office support and customer success team

Job Type:
- **Initial Contract:** 3 to 6 months
- **After meeting criteria:** Associated with Grupo Capital

If you believe this opportunity suits your goals, apply now!