Job Summary: Unicred Eleva is seeking a Financial Planner to manage high-income individual cooperative members’ portfolios, providing personalized financial advisory services. Key Highlights: 1. Manage high-income individual cooperative members’ portfolios 2. Act as a Financial Planner to enhance cooperative members’ loyalty 3. Promote cooperativism and the Cooperative’s products and services **PLEASE NOTE**! Update your contact information in your registration, including telephone number, email address, education level, address, and professional experience. A complete registration not only allows us to get to know you better but also helps us understand your skills, experience, and aspirations in greater detail, thereby increasing your chances throughout the process. Good luck! Unicred Eleva is seeking a professional to join its team in Campo Grande/MS to manage high-income individual cooperative members’ portfolios, offering personalized financial advisory services and guidance on financial products and services. **Responsibilities and Duties** * Manage the portfolio by acting as a Financial Planner, aiming to enhance cooperative members’ loyalty; * Market products and services with a focus on the Cooperative’s results; * Prospect business opportunities; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Handle formalities related to business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Guide cooperative members on the use of self-service and relationship channels; * Promote cooperativism and the Cooperative’s products and services among employees, cooperative members, and the community. **Requirements and Qualifications** * Bachelor’s degree completed in Business Administration, Accounting Sciences, Economics, Cooperativism, or related fields; * A completed postgraduate degree in Banking, Business Administration, Business Management, Human Resource Management, Finance, or related fields is an advantage; * Valid CPA-10 certification; * CPA-20, CEA, ANCORD, or CFP certifications are advantages; * Experience in a financial institution managing high-income individual cooperative members’ portfolios; * Availability to work in Campo Grande/MS; * Availability for domestic travel. **Exclusive prerequisites for Unicred – Núcleo Geração employees**: The Unicred system employee must have been employed for at least one year and meet the minimum profile required for this position (requirements). After receiving applications, Unicred – Núcleo Geração’s People Management team will internally manage the process and forward the necessary information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline**: 23/02/2026 **Additional Information** * Meal/Voucher Allowance; * Unimed Health Plan (for employee and dependents), fully covered by the Cooperative without copayment; * Dental Plan (for employee); * Private Pension Plan; * Life Insurance; * Semiannual PPR (subject to goal achievement); * Childcare Assistance; * Education Assistance; * Christmas Basket; * Annual Bonus; * Birthday Day Off. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the purpose of bringing prosperity to the lives of all cooperative members and transforming our reality into a more collaborative environment. We believe in each person’s potential and value their ideas and abilities. Here, you’ll have the opportunity to join a large team that contributes to transforming lives through cooperativism. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. Currently, we have over 4,300 Employees, 330,000 Cooperative Members, 25 Cooperatives, approximately 380 Business Units, and a National Central Office with Regional Offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, cooperative members own the business!** In addition to accessing exclusive products and services developed according to their needs—with the best returns and rates—cooperative members participate in assemblies and institutional decision-making and receive a share of the annual financial results. Our products and services range from checking accounts, credit lines and financing, to investments, private pension plans, credit cards, insurance, and more. We want cooperative members to feel secure in every financial decision. Thus, we combine care, trust, and responsibility to provide a healthy and balanced financial life. **Your talent cooperates with our company.** We have reached this point by believing in, supporting, and encouraging people—cooperative members and employees alike. Valuing the collective and promoting equal opportunity in the healthcare sector. We draw inspiration from the cooperative model to combine everyone’s competencies in pursuit of prosperity for all individuals. Together, as a team, we transform individual dreams into even greater achievements. We believe that by collaborating and uniting our efforts, we can achieve extraordinary results. **Follow Unicred’s latest news and opportunities:** **We cooperate for well-being, collaboration, and innovation.** We are constantly committed to maintaining organized and welcoming offices to ensure an inspiring and comfortable environment. Whether digital or physical, our objective is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects that promote interaction and cooperation among all participants. To do so, we seek people like you: creative and eager to make things happen. Together, we can turn ideas into incredible accomplishments! **Join the team that safeguards people’s financial health.** **Join Unicred!**