Advisor Services | Academy - Remote

Overview

This opportunity is to be part of Advisor Services | Academy, which aims to train and enhance the performance of investment advisors in the network, spreading best practices in prospecting and relationship management. This is a team passionate about financial planning, commercial techniques, and sharing knowledge. You will excel if you enjoy training, speaking publicly with energy, implementing productivity projects, and relating to various stakeholders clearly and objectively.

In Short

• Support the training and development of investment advisors.
• Develop training materials and content.
• Experience in the financial market is essential.
• Mastery of the commercial process.
• Strong communication and organizational skills.
• Proactive and results-oriented profile.
• Certification CEA and/or CFP is a plus.
• Experience in project management/implementation is a plus.
• Hybrid work model in São Paulo.
• Flexible working hours.

Requirements

• Experience in the financial market.
• Mastery of the commercial process.
• Communication and organizational skills.
• Proactive and results-oriented profile.

Benefits

• Health and wellness: health plan, dental plan, Gympass, meal and food vouchers, life insurance.
• Parental leave: childcare assistance for parents, 6 months maternity leave, 20 days paternity leave.
• Exclusive investment advisory and access to exclusive investment funds.
• Flexible working hours.