Description
At Grupo Ável, we offer a comprehensive ecosystem of financial services, including Investment Advisory, Financial Planning, and Wealth Management. We are XP Network's Top 1 office, operating in a high-performance environment focused on results and continuous development.
Founded in 2019, we continue to grow and expand steadily. Today, we are a group of over 600 professionals, nationally recognized for the quality of our service, technical excellence, and the high caliber of our team members.
Our team consists of individuals passionate about performance, relationships, and making a real impact on clients' lives. If you believe in the power of financial education and wish to grow in a challenging and collaborative environment, check out this opportunity:
**Key challenges include:**
* Building and managing long-term client relationships;
* Conducting comprehensive assessments of clients' financial situations;
* Developing customized financial plans;
* Presenting solutions aligned with each client’s goals and profile;
* Monitoring the implementation of financial plans and tracking progress toward results;
* Providing consultative support focused on value creation and client experience.
✅ **Essential qualifications:**
* Completed or ongoing undergraduate degree (preferably in Business Administration, Economics, Accounting, Engineering, or related fields);
* Residency in Porto Alegre/RS or willingness to relocate to the city;
* Commercial mindset, with discipline, resilience, and a results-oriented focus;
* Excellent verbal and written communication skills;
* Passion for personal finance and a genuine desire to help people;
* Proficiency with digital tools and new systems.
* **Preferred (but not required) qualifications:**
* Financial certifications (CFP in progress, CEA, Ancord);
* Experience in consultative sales, customer service, or client relationship management;
* Familiarity with and experience using CRM systems.
**Additional information:**
* Fixed salary plus variable compensation based on goal achievement;
* Commercial and technical training program;
* Leads generated by the marketing team;
* Infrastructure to host events;
* Support from specialists;
* Partnership program;
* Horizontal culture and career development plan