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Financial Planner
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
Praça Mal. Deodoro, 174 - Centro Histórico, Porto Alegre - RS, 90010-300, Brazil
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Description

**Join Libertá Wealth!** ✅ **About the opportunity:** The Financial Planner is responsible for managing client relationships, ensuring excellent service delivery and promoting internal process optimization. This professional will oversee client operations and positions, analyze global assets, and identify new investment opportunities. Additionally, interaction with brokerage firms, asset management companies, and other market participants is required, including active participation in industry meetings and events. ✅ **What we’re looking for:** Client Relationship Management Process Optimization Operations Control Asset Analysis Opportunity Sourcing Market Engagement Event Participation ✅ **Hard Skills:** Bachelor’s degree in Administration, Economics, Accounting, Engineering, or related fields. Intermediate English Experience in the Financial Market CEA and/or CFP certification **✅ What we offer to accelerate your growth!** Premium Location: We are located inside Porto Alegre’s top shopping center — Iguatemi; Partnership Program: Grow alongside the company as a partner. Qualification Incentive: We provide training and development programs to help you stand out even more! Merit-Based Growth: Your effort is recognized and rewarded here! Your advancement depends on you! Networking with Influencers: Collaborate with the leading influencers in the financial market! Imagine working alongside names such as Stormer, Leandro Ruschel, and Fernando Ulrich. * Energizing Environment: Experience the vibrancy of a space that fosters education and idea exchange! Health Insurance Plan: We care about you! We offer an outstanding health insurance plan to ensure your well-being. International Opportunities: Possibility to work at our headquarters in Balneário Camboriú—or even in Miami! Pathway to Management and Leadership: If you dream of becoming a leader, this is your place! Grow and evolve in your career! **If you’re ready to make a difference and grow with us, this is your chance!**

Source:  indeed View original post
João Silva
Indeed · HR

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