Description
**Financial Planner – Advanced Level | 100% Remote**
**About the position**
RecrutaPoint is connecting talents with a growing financial advisory office seeking an Advanced-Level Financial Planner to work with freedom, flexibility, and high earnings potential. Fully remote work across all Brazilian territory.
**Responsibilities**
* Conduct customized financial planning for high-net-worth clients
* Perform investment analysis, asset protection, and succession planning
* Continuously monitor clients’ portfolios and financial goals
* Utilize the office’s proprietary methodology and tools
**Requirements**
* Solid experience as a Financial Planner
* Active client portfolio with consistent volume
* Financial certifications (CNPI, CFP®, CGA, CEA or equivalent)
* Consulting-oriented, strategic, and results-driven profile
* Commitment to excellence in client service and value creation
**What we offer**
* Partnership model with excellent remuneration
* Full infrastructure and expert support
* Freedom to work from anywhere
* Collaborative, ethical, and high-performance environment
* Genuine opportunity for growth and development
**How to apply**
Send your resume to **naiara@recrutapoint.com.br**
Compensation: R$8\.000,00 \- R$20\.000,00 per month
Work location: Remote