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Investment Advisor

R$8,000-20,000/month
Indeed

Company

Job typeFull-time
Workplace typeRemote
Experience levelMore than 10 years
Education levelOther

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

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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