Financial Planning Consultant

Job not on LinkedIn

🔥 1 hour ago

🗣️🇧🇷🇵🇹 Portuguese Required

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Logo of BRAVO PLANEJAMENTO FINANCEIRO

BRAVO PLANEJAMENTO FINANCEIRO

2 - 10 employees

Founded 2020

💸 Finance

💼 Consulting

Finance • Consulting

BRAVO PLANEJAMENTO FINANCEIRO is likely a Brazil-based financial planning and advisory firm. Based on the company name and the limited information provided (a LinkedIn page shell), it appears focused on providing financial planning and advisory services such as budgeting, investment and retirement planning, and broader financial organization for individuals and possibly small businesses. Public information is limited, so this characterization is conservative and based primarily on the company name and typical services associated with "planejamento financeiro.

📋 Description

• Analyze client characteristics and develop a plan to diversify investments. • Protect income sources through life insurance and living benefits insurance. • Ensure the project's success during its productive phase and secure financial independence in later life and facilitate asset succession.

🎯 Requirements

• Be between 27 and 42 years old; • Hold a university degree; • Be active in the workforce with a verified gross income of R$7,000.00.

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