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Investment Advisor

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Investment advisory services in a high-performance environment, with strategic support, commercial infrastructure, and a growth plan for results-oriented professionals. Key Highlights: 1. High-performance environment and meritocracy 2. Strategic support and commercial infrastructure 3. Autonomy with accountability for results **Opportunity Summary** This position is designed for professionals seeking to work as an Investment Advisor in a high-performance environment, supported by strategic resources, commercial infrastructure, and a growth plan based on tangible results. The initiative anticipates robust expansion, with hundreds of openings and a compensation model combining initial predictability with significant upside potential tied to portfolio growth. **About the Company** A well-established firm within the financial ecosystem, with strong expertise in investment advisory services and direct integration with one of the country’s largest platforms. The operating model combines technology, client proximity, and commercial intelligence to consistently generate value. The culture emphasizes performance, meritocracy, and long-term value creation. The environment favors professionals who seek autonomy while recognizing the responsibility to deliver results. There is a clear directive: consistent growth. “The market listens. And here, those who perform, grow.” **Responsibilities** * Prospecting and developing a client portfolio * Fund raising and building long-term client relationships * Strategic advisory services for fixed-income and equity investments * Monitoring client portfolio performance * Consultative engagement focused on value generation * Achieving fund-raising and growth targets Requirements: * Active certification (ANCORD) required * Prior experience in the financial or consultative sales sector * Highly results-oriented profile * Relationship-building and trust-establishing skills * Long-term mindset and focus on wealth growth **Employment Model** * Format: Partnership / Associate model * Structured compensation with progressive incentives **Model Highlights:** * Robust initial incentives (including upfront \+ monthly guarantees, depending on entry level) * Plan with triggers for earnings based on fund-raising * Potential for substantial earnings aligned with portfolio growth * Model offering predictability at the outset and strong leverage over the medium-to-long term

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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