Financial Planner

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🕒 April 6

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AUVP

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

Finance • Wealth • Fintech

AUVP is a Brazilian investment advisory and wealth management firm that offers financial consulting, portfolio management, and educational products. The company provides onshore and offshore investment access, crypto and international accounts, credit and foreign exchange services, and client-focused features like cashback on investments and branded credit cards. Headquartered in Goiás, AUVP emphasizes transparent fees, conflict-free advice, and a platform-based approach to preserve and grow clients' assets.

📋 Description

• Lead the financial planning process with clients: diagnosis, goal setting, strategy design, and ongoing follow-up; • Gather key information (income, expenses, reserves, debts, assets, goals and timelines) and organize the client's financial picture; • Build recommendations and an integrated plan involving, when applicable: investments, retirement, insurance/protection, tax planning and estate/succession planning; • Ensure all recommendations align with the investor profile and the client's best interest, with documentation and rationale; • Translate complex financial decisions into clear, actionable guidance (no "financial jargon"); • Monitor portfolios/strategies over time, proposing adjustments as scenarios, goals, or risk profiles change; • Produce reports and support materials (plan summary, next steps, rationale, periodic reviews); • Collaborate with partner teams (Products, Operations, Compliance, Sales/Client Relations) to ensure execution, experience and end-to-end consistency; • Record information and progress in the CRM/internal routines, maintaining cadence and predictability of follow-up.

🎯 Requirements

• Prior experience in consultative client service and/or financial planning (investments, advisory, consultancy, banking, wealth management, etc.); • Solid technical knowledge of financial products and allocation (fixed income, funds, equities, pension and related products); • Ability to build plans and recommendations using structured reasoning (objective → strategy → execution → monitoring); • Excellent communication and ability to conduct sensitive conversations (money requires trust); • Process discipline (CRM, record-keeping, follow-up routines and reporting); • Financial market certifications (e.g., CEA/CPA-20 or equivalent).

🏖️ Benefits

• Competitive salary and meaningful benefits • Free access to our learning platforms and products within our brand ecosystem.