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Open nowPosted yesterday

Planejador Financeiro

MED INTELIGENCIA FINANCEIRA LTDA

Where
Presidente Prudente, SP, Brasil
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Your applicationOpen nowPlanejador FinanceiroMED INTELIGENCIA FINANCEIRA LTDA · Presidente Prudente, SP, Brasil

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MED INTELIGENCIA FINANCEIRA LTDA's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.7%7 days
  4. 20.4%14 days
  5. 35.6%30 days
  6. 58.7%60 days
This job: posted yesterday

The posting

Planejador Financeiro

Quer construir uma carreira ajudando médicos a transformar sua vida financeira com mais clareza, organização e estratégia?

Estamos em busca de um(a) Planejador(a) Financeiro(a) para fazer parte do nosso time e atuar diretamente na construção e acompanhamento de planejamentos financeiros personalizados, contribuindo para que nossos clientes alcancem seus objetivos de curto, médio e longo prazo.

Sobre a oportunidade

Como Planejador Financeiro, você será responsável por acompanhar a jornada do cliente desde os primeiros passos na Gestão Financeira, participando da coleta e análise de informações, estruturação do planejamento, implantação das estratégias e acompanhamento da evolução dos resultados.

Principais responsabilidades

  • Realizar reuniões de onboarding para compreender objetivos, necessidades e momento financeiro do cliente;
  • Conduzir a ativação inicial dos clientes, realizar levantamento de dados;
  • Solicitar, organizar e conferir informações e documentos necessários para o desenvolvimento do planejamento;
  • Analisar dados financeiros para identificar oportunidades, riscos e possibilidades de melhoria;
  • Estruturar planejamentos financeiros personalizados utilizando as ferramentas, sistemas e metodologia da empresa;
  • Apresentar e implantar o planejamento financeiro por meio de reuniões online;
  • Realizar reuniões periódicas de acompanhamento e acompanhar a evolução dos indicadores
  • Identificar necessidades dos clientes ao longo do atendimento e apresentar soluções financeiras e serviços da empresa que possam contribuir para seus objetivos, acompanhando também os indicadores relacionados à função.

O que buscamos

Buscamos uma pessoa que tenha interesse pela área financeira, facilidade para analisar informações e, ao mesmo tempo, saiba construir uma relação próxima e profissional com o cliente.

Venha crescer com a gente

Aqui, você terá a oportunidade de desenvolver seus conhecimentos em planejamento financeiro, acompanhar diferentes realidades e participar de uma área que impacta diretamente a vida e as decisões dos nossos clientes.

Se você gosta de números, estratégia e de transformar informação em direcionamento, queremos conhecer você.

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  1. A CV for this posting

    Written against MED INTELIGENCIA FINANCEIRA LTDA's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MED INTELIGENCIA FINANCEIRA LTDA's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    MED INTELIGENCIA FINANCEIRA LTDA's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

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