Certified Financial Planner - Brazil

Job Summary

A company is looking for a Certified Financial Planner located in Brazil.

Key Responsibilities

• Meet and engage with clients remotely to provide guidance on financial topics
• Advise on and adapt financial planning methodologies relevant in Brazil
• Collaborate with the content team to create and review educational materials for the digital platform

Required Qualifications

• CFP, CPA-20, CNPI, or relevant insurance licenses
• Fluent in English, both written and spoken
• Passion for educating individuals on financial management
• Experience in various areas of personal finance including retirement and budgeting
• Ability to manage multiple tasks and take direction from team members