FINANCIAL PLANNER | Corporate Financial Wellness Program …, Bogotá

FINANCIAL PLANNER | Corporate Financial Wellness Program

We are building a next-generation financial advisory model focused on long-term client transformation, not just product placement. This is an opportunity to position yourself as a trusted financial advisor within a corporate ecosystem, working with qualified clients and delivering real impact.

ROLE OVERVIEW

The Financial Advisor is a client-facing professional responsible for delivering holistic financial guidance to individuals within a structured advisory framework.

This role goes beyond product recommendations. It is centered on:
- trust-based client relationships
- measurable improvement in client financial outcomes

The advisor operates as a fiduciary-minded partner, aligning recommendations with the client’s best interest.

ROLE PURPOSE

To help clients:
- make informed financial decisions
- build long-term wealth

While simultaneously:
- driving firm revenue
- deepening client relationships
- increasing assets under management (AUM)

CORE RESPONSIBILITIES
- Conduct comprehensive financial planning sessions
- Assess income, expenses, assets, liabilities, and goals
- Develop personalized financial plans

3.2 Relationship Management
- Build long-term relationships (multi-year horizon)
- Maintain regular client communication (quarterly reviews)
- Serve as primary point of contact

3.3 Investment & Product Guidance
- Recommend investment strategies
- Align portfolios with risk tolerance
- Guide retirement planning and wealth accumulation

3.4 Business Development
- Grow client base (internal leads + referrals)
- Expand wallet share of existing clients

3.5 Compliance & Ethics
- Adhere to fiduciary or suitability standards
- Maintain regulatory compliance (FINRA / SEC)
- Document all client interactions

CLIENT ENGAGEMENT MODEL

Phase 1 — Discovery
- financial assessment

Phase 2 — Planning

Phase 3 — Implementation
- periodic reviews
- adjustments
- Assets Under Management (AUM) growth

Client KPIs
- Net Postúlate en Kit Empleo: kitempleo.com.co/empleo/1a7a3e