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Financial Planner

R$7,000-13,000/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 firm seeking an Advanced-Level Financial Planner to work with freedom, flexibility, and high earning potential. Fully remote work across all regions of Brazil. **Responsibilities** * Develop customized financial plans for high-net-worth clients * Conduct investment analysis, asset protection, and succession planning * Continuously monitor client portfolios and financial goals * Utilize the firm's proprietary methodology and tools **Requirements** * Proven experience as a Financial Planner * Active client portfolio with consistent volume * Financial certifications (CNPI, CFP®, CGA, CEA, or equivalent) * Consultative, strategic, and results-oriented profile * Commitment to excellence in client service and value creation **What we offer** * Partnership model with excellent remuneration * Comprehensive infrastructure and expert support * Freedom to work from anywhere * Collaborative, ethical, and high-performance environment * Genuine opportunities for growth and development **How to apply** Send your resume to **naiara@recrutapoint.com.br** Compensation: R$7\.000,00 \- R$13\.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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