Assessor de Investimentos in Brazil, Indiana at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Assessor de Investimentos in Brazil.

This role is designed for professionals who want to operate in a high-performance investment advisory environment, combining structured commercial support with significant autonomy to build and grow a client portfolio. You will play a key role in helping clients make informed investment decisions across fixed and variable income, while developing long-term financial relationships based on trust and performance. The position offers a clear growth path, where results directly translate into earning potential and career progression. You will work in a merit-driven culture that values consistency, discipline, and client success. With strong institutional backing and access to a robust financial ecosystem, you will have the tools needed to scale your impact. This is an opportunity for professionals who are ambitious, commercially driven, and focused on long-term wealth building—both for clients and themselves.

You will be responsible for building and expanding a client portfolio through active prospecting and long-term relationship development, while delivering structured investment advisory services aligned with client goals. Your work will focus on generating consistent value through financial guidance and portfolio monitoring, ensuring client satisfaction and retention.

• Develop and grow a portfolio of investment clients through strategic prospecting and relationship building
• Provide consultative guidance across fixed income and variable income investment products
• Monitor client portfolio performance and proactively identify optimization opportunities
• Maintain strong, trust-based client relationships focused on long-term financial planning
• Drive capital raising efforts and meet defined growth and performance targets
• Operate in alignment with commercial strategies and compliance standards

You should bring prior experience in financial services or consultative sales, along with strong commercial acumen and a results-oriented mindset. An active ANCORD certification is required, as well as the ability to build trust-based client relationships and operate with discipline in a performance-driven environment.

• Active ANCORD certification (mandatory)
• Experience in financial markets or consultative commercial roles
• Strong ability to build relationships and establish client trust
• High-performance, results-driven mindset
• Long-term orientation toward wealth building and portfolio growth
• Strong communication and advisory skills

• Structured compensation model with performance-based upside
• Initial financial support with guaranteed income components (depending on seniority level)
• Progressive incentive system linked to capital raising and portfolio growth
• High earning potential aligned with client portfolio development
• Access to a structured financial ecosystem and institutional support
• Clear path for professional and financial growth in a merit-based environment