Financial Advisor - Sao Paulo, Brasil - Hiring Arc

Hiring Arc
Hiring Arc
Empresa verificada
Sao Paulo, Brasil

há 3 semanas

Ana Silva

Postado por:

Ana Silva

beBee Recruiter
Descrição

FINANCIAL ADVISOR
$75,00090,000 Base Salary + Quarterly Production Bonus + Full Benefis
MUST HAVE 7/66 (63/65) _
WE PROVIDE A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars Required skills:
  • Currently holds Series 7 & & 65 in lieu of 66) licenses.
Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and indepth knowledge of investment products and services) Is a selfstarter who efficiently manages time and capacity. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fastpaced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and longterm strategies for clients
Desired skills:

Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in businessrelated field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses.
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