Financial Advisor Lisboa

Financial Advisor
Lisboa
Lisboa, Lisboa, Portugal

Company Description

PGA Consultoria is a finance boutique dedicated to creating value through turnkey projects for companies and families. Based in Portugal, we offer flexible financial services that cater to clients worldwide, recognizing the importance of timely
- making and personalized service. Our commitment to defending clients' interests and providing service anywhere in the world has earned us the trust of many international clients.

Role Description

This is a
- time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial budget coaching, retirement planning, and real estate investment advice to clients. Day-to-day tasks include scheduling video calls with potential clients, advising on financial decisions and passive income plans. This role will also involve monitoring client's financial accounts and providing ongoing support and recommendations.

Qualifications

• Education: 12th grade or equivalent;
• Fluent Portuguese speaker (mandatory);
• Fluent English speaker (mandatory);
• Passion for the commercial field, especially in direct client interaction;
• Strong communication and
  - building skills;
• Entrepreneurial spirit;
• Ability to work independently and remotely
• High level of proactivity,
  - solving, and strategic thinking;
• Legally authorized to work and receive income in Portugal