Financial Solutions Advisor at Bank of America delivering comprehensive advice and customized financial solutions. Responsible for building financial plans and engaging potential new clients through referrals and relationship management.
About the role
- Financial Planner at Braúna helping clients make informed financial decisions. Seeking passionate individuals with commercial skills to join the team.
Responsibilities
- Auxiliar as pessoas a tomarem as melhores decisões na hora de: comprar um imóvel, investir para a aposentadoria, saber gerir melhor seus ganhos, controlar melhor as despesas, planejar a tão sonhada viagem
- Realizar prospecção de clientes
- Realizar a gestão da carteira de clientes
- Elaboração e desenvolvimento de estratégias financeiras adequadas ao perfil e objetivos dos clientes
- Apresentação de planejamento financeiro
- Acompanhamento dos clientes ao longo de seu planejamento financeiro para uma implementação eficaz do plano de ação
Requirements
- Experiência/Certificações do mercado financeiro (CPA-10 / CPA-20 / CEA / CFP)
- Experiência na área comercial
- Gostar de desafios
Benefits
- Bonificação
- Horário flexível
- Plano de carreira
- Metodologia de Treinamento
- Modelo de Sociedade
- Programa de incentivo Financeiro
- Possibilidade de acesso ao Total Pass
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.
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