Vaga de parceiro

Financial Advisor - São Paulo / SP

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Detalhes da Vaga

  • Escolaridade Não Informado
  • Segmento Não Informado
  • Salário Não Informado
  • Área de AtuaçãoDiversos / Outros

O que você irá fazer

  • -- Marketing strategies to reach wider audiences with greater appeal.
  • -- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • -- Potential Opportunities for professional growth.
  • -- Leadership opportunities, including leading client and conference seminars- Required skills:- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • -- Has two years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)-- Is a self-starter who efficiently manages time and capacity.
  • -- Sets and accomplishes goals, achieving whatever you put your mind to.
  • -- Builds and nurtures strong relationships.
  • -- Collaborates effectively with others to get things done.
  • -- Communicates effectively and confidently and is comfortable engaging all clients.
  • -- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • -- Likes to learn, adapts to new information and seeks the right solutions for clients.
  • -- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • - Desired skills:- Proven ability to partner and promote lead generation.
  • -- Experience balancing investment management, sales activities and new client development.
  • -- Strong computer skills and the ability to multitask in a demanding environment.
  • -- A bachelors degree, preferably in business-related field.
  • -- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • -- Obtained insurance licenses.

Informações Adicionais

  • Quantidade de Vagas 1
  • Jornada Não Informado
 

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