Consultor de Investimentos - Builder

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Consultor de Investimentos - Builder based in Brazil.

This is an opportunity for a finance professional to accelerate their career in investment consulting while building a high-value client <portfolio.You> will work with qualified leads, transforming opportunities into long-term client relationships.The role combines strong commercial execution with technical knowledge of investments and financial <markets.You> will diagnose investor profiles, provide allocation guidance, and deliver a high-quality onboarding experience.Supported by specialists in intelligence, allocation, and investments, you can focus on relationships, opportunities, and portfolio growth.The environment values autonomy, continuous learning, collaboration, and a strong results <orientation.As> your portfolio develops, you will progressively evolve toward a broader and more complete consultative role.

Accountabilities

• Conduct strategic meetings with qualified leads on a daily basis, understanding their financial objectives and investment needs.
• Diagnose investor profiles and present appropriate allocation directions using clear, accessible communication.
• Convert qualified opportunities into active clients and build a sustainable, high-value investment portfolio.
• Deliver an excellent first-contact and onboarding experience, establishing trust from the beginning of the relationship.
• Maintain close, consultative relationships with clients and identify opportunities to expand and strengthen the portfolio.
• Record and monitor client interactions, opportunities, and follow-ups through the CRM.
• Participate in intensive training, practical coaching, and knowledge-sharing initiatives with investment specialists.
• Continuously develop technical and commercial capabilities, progressing toward a full consultative investment role as the portfolio matures.

Requirements

• Bachelor’s degree in Administration, Economics, Accounting, Engineering, or a related field.
• Previous experience working with investor clients, financial products, investment advisory, or a similar financial-services environment.
• Proven track record in sales, prospecting, client acquisition, conversion, or building and developing a client portfolio.
• Experience as an Investment Advisor or Investment Consultant is required.
• CEA or CFP certification is mandatory.
• Strong understanding of capital markets, particularly equities, real estate investment funds, fixed income, and asset allocation.
• Strong commercial profile combined with a solid technical foundation and genuine interest in consultative sales and business development.
• Persuasive, natural communication skills, with the ability to translate technical financial concepts into clear and accessible language.
• Strong interpersonal skills, agility in strategic conversations, organization, autonomy, and results orientation.
• Curiosity, continuous-learning mindset, and willingness to contribute to team development.
• Consistent experience building and managing a client portfolio is highly valued.

Benefits

• Variable compensation through Success Fee.
• Annual bonus.
• Health insurance.
• Dental insurance.
• Life insurance.
• Partnerships with Wellhub/TotalPass and Zenklub.
• Institutional partnerships and discounts.
• Birthday Day Off.
• Free Suno Black subscription for the employee and first-degree family members.
• Remote work model.
• Legal entity (PJ) contracting.
• Opportunity for accelerated professional development through intensive training and practical mentoring.
• Exposure to a broad ecosystem of financial products, investment solutions, and market expertise.