Job Summary: Unicred Eleva is seeking a professional to join its team, managing the portfolio of cooperative members and providing personalized financial advisory services. Key Highlights: 1. Manage the portfolio of cooperative members, acting as a Financial Planner. 2. Market products and services with a focus on the Cooperative’s results. 3. Promote cooperative principles and the Cooperative’s products. **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 helps us get to know you better but also enables us to understand your skills, experience, and aspirations in greater detail, thereby increasing your chances in the selection process. Good luck! Unicred Eleva is seeking a professional to join its team in Santa Rosa/RS, responsible for managing the portfolio of cooperative members and delivering personalized financial advisory services, guiding members on financial products and services. **Responsibilities and Duties** * Manage the portfolio, acting as a Financial Planner, with the objective of retaining cooperative members; * Market products and services with a focus on the Cooperative’s results; * Prospect new business opportunities; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Handle formal documentation related to business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Guide cooperative members on how to use self-service and relationship channels; * Promote cooperative principles and the Cooperative’s products and services among employees, cooperative members, and the community. **Requirements and Qualifications** * Bachelor’s degree completed in Administration, Accounting, Economics, Cooperative Studies, or related fields; * Postgraduate degree completed in Banking, Administration, Business Management, Human Resource Management, Finance, or related fields is considered an advantage; * Valid CPA certification required; * Certifications such as CPA-20 (C-Pro R), CEA (C-Pro I), and CFP are considered advantages; * Experience in a financial institution; * Willingness to reside and/or work in Santa Rosa/RS; * Willingness to travel nationally. **Exclusive prerequisites for Unicred – Núcleo Geração employees:** The candidate must be employed by Unicred for at least one year and meet the minimum profile requirements for this position (as specified above). After receiving applications, Unicred – Núcleo Geração’s People Management team will internally manage the selection process and forward the necessary information. Please inform your immediate supervisor of your interest in this process. **Internal Application Deadline: 24/02/2026** **Additional Information** **Comprehensive Benefits Package:** * Meal/Voucher Allowance; * Unimed Health Plan (for employee and dependents), fully covered by the Cooperative with no co-payment; * Dental Plan (for employee); * Private Pension Plan; * Life Insurance; * Semiannual Profit-Sharing Plan (PPR), subject to achievement of targets; * Childcare Assistance; * Education Assistance; * Christmas Bonus; * Annual Service Bonus; * Birthday Day Off. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the mission of bringing prosperity to the lives of all cooperative members, transforming our reality into a more collaborative environment. We believe in each individual’s potential and value their ideas and abilities. Here, you will have the opportunity to join a large team that contributes to transforming lives through cooperation. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. We currently have over 4,300 Employees, 330,000 Cooperative Members, 25 Cooperatives, approximately 380 Business Units, as well as 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 specific needs—offering the best returns and rates—cooperative members participate in assemblies and institutional decision-making, receiving a share of the annual financial results. Our products and services range from checking accounts, credit lines, and financing options 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 foster healthy and balanced financial lives. **Your talent cooperates to build 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 health sector, we draw inspiration from the cooperative model to unite everyone’s competencies in pursuit of prosperity for all. Together, as a team, we transform individual dreams into even greater achievements. We believe that by collaborating and combining our strengths, we can achieve extraordinary results. **Follow Unicred’s latest news and opportunities:** **We cooperate for well-being, collaboration, and innovation.** We are consistently committed to maintaining organized and welcoming offices to ensure inspiring and comfortable environments. Whether digital or in-person, our goal is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects that encourage interaction and cooperation among all participants. To do so, we seek individuals like you—creative and eager to make things happen. Together, we can turn ideas into incredible achievements! **Join the team that safeguards people’s financial health.** **Join Unicred!**