PL Investment Advisor

Description

Job Summary: The PL Investment Advisor works in the Investments area, providing consulting services and investment products, and managing client portfolios with a focus on investments. Key Highlights: 1. Investment consulting and client relationship management 2. Investment portfolio management and advisory 3. A professional growth and development environment **About Bradesco** We believe in the power of trust — trust that brings people closer, guides them, and transforms their daily lives. Joining Bradesco means becoming part of a real transformation journey. It is an environment that combines the strength of decades of history with constant evolution — always looking ahead. Here, you’ll find space to learn, grow, and take ownership of your career path, supported by structure, mentorship, and opportunities aligned with your development. More than working for a major institution, it’s about being part of a team that impacts millions of people, contributes to the country’s development, and builds — every day — a more accessible and sustainable future for society. **About the Area** Investments: Offers investment products and solutions to clients, supporting resource allocation according to risk profiles, financial goals, and market scenarios. Develops strategies, recommendations, and content to guide decision-making, contributing to portfolio diversification and long-term value creation. **Your Day-to-Day Responsibilities** As a PL Investment Advisor, you will work in the Investments area, with the following main responsibilities: * Client relationship management and consulting * Offering investment products * Managing and advising on the investment portfolio for the segment **Work Model** On-site Unit: Salvador/BA **Profile We Are Seeking** We value professionals who deeply understand clients, collaborate as partners, and transform knowledge into impactful deliverables. Ideal candidates demonstrate ownership mindset, consistent execution, results orientation, continuous learning, knowledge sharing, and use technology to turn challenges into relevant business solutions. **Requirements** * Active CEA certification * Commercial experience in investments * Technical proficiency in Investment products (Treasury, Asset Management, and Brokerage) It is a plus if you have: * Active CFP certification **What You’ll Find Here** **Caring for You** · Health and dental insurance · Life insurance · Viva Bem: health, wellness, and quality-of-life program · TotalPass **Growing With You** · Bradesco Corporate University (Unibrad) · Educational partnerships **Securing Your Future** · Profit-sharing or Bonus (subject to position eligibility) · Private pension plan · Special conditions on products and services · Fee Waiver: special conditions across various products and services **Supporting Your Life and Family** · Meal and food allowance · 13th food basket · Daycare or babysitter assistance · 180-day maternity leave, with pregnancy support from conception through postpartum · Extended paternity leave of 20 days · Optional transportation allowance All thoughtfully designed to support your growth journey with balance, security, and opportunity. **Diversity** At Bradesco, diversity is both a value and a strategy. We strive to build an inclusive environment and a workforce reflecting the diversity of Brazilian society. Thus, we value individuals with diverse backgrounds and characteristics — including gender, race, sexual orientation, disability, age, and other dimensions of diversity. If you believe trust is the foundation for transformation, enjoy challenges, and want to grow in an environment that evolves alongside you, this may be your place. Come be Bradesco!