Schedule: Monday - Friday, 8:00 am to 5:00 pm (Flexible)
Company Overview: We are a US-based company seeking dedicated professionals to join our team on both full-time and part-time bases. Proficiency in English at an advanced level is a non-negotiable requirement.
Job Summary: We are currently seeking a highly organized and detail-oriented Financial Planner to join our team in Latin America. If you have a passion for personal finance, strong analytical skills, and are eager to assist clients in achieving their financial goals, we encourage you to apply.
Responsibilities:
Conduct comprehensive financial assessments for clients, analyzing their current financial situations and developing tailored financial plans.
Provide expert guidance on budgeting, investment strategies, retirement planning, tax optimization, estate planning, and other areas of personal finance.
Collaborate with clients to define short-term and long-term financial goals and develop strategies to achieve them.
Educate clients on financial planning principles, investment options, and risk management strategies.
Prepare and present financial plans and recommendations in a clear and understandable manner.
Monitor and review clients' financial progress, making adjustments as necessary to ensure alignment with their goals.
Stay updated on industry trends, regulations, and investment products to provide informed and up-to-date advice.
Build and maintain strong client relationships through regular communication and excellent service.
Contribute to the development of financial planning materials, tools, and resources.
Requirements:
Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree or relevant certifications such as CFP® preferred).
Strong analytical skills and attention to detail, with the ability to analyze complex financial data and provide sound recommendations.
Excellent written and verbal communication skills in both English and Spanish.
Proficiency in financial planning software and tools.
Previous experience in financial planning, advisory, or related roles is a plus.
Ability to work independently and collaboratively in a remote team environment.
Strong interpersonal skills and a client-oriented attitude.
Ethical and trustworthy with a commitment to maintaining client confidentiality.
Flexibility to adapt to evolving client needs and changing financial landscapes.
How to Apply:
Interested candidates are invited to review our Tips & Recommendation Page before submitting their resume. Along with your resume, please include an introduction video and complete an intake form. Only shortlisted candidates will be contacted for further steps in the selection process.
