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Investment Advisor

Indeed

Company

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

Description

Job Summary: Seeking Investment Advisors to join our team and deliver exceptional service, positively impacting clients' financial lives. Key Highlights: 1. Accompany the client throughout their entire investment journey. 2. Provide personalized consulting and strategies aligned with their objectives. 3. Build long-lasting relationships of trust and partnership. Join an XP Investimentos award-winning office and transform people's financial lives! Faz Capital, recognized by XP Investimentos, is seeking Investment Advisors to join our team and help us deliver exceptional service, positively impacting our clients' financial lives. As an Investment Advisor at Faz Capital, you will be responsible for: * Accompanying the client throughout their entire investment journey, from prospecting to active portfolio management. * Providing personalized consulting and strategies aligned with each client's objectives. * Building long-lasting relationships of trust and partnership with clients. REQUIREMENTS * Completed or ongoing undergraduate degree in Business Administration, Economics, Accounting, or related fields. * ANCORD certification – AAI. * Proven experience in investment advisory. ADDITIONAL ASSETS * Financial certifications (e.g., CFP, CEA, CGA). COME BE A MAKER! Minimum Education Level: Undergraduate Degree

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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