59 Empregos para Certified financial planner - São Paulo

About our Financial Advisory Services:

We specialize in cross-border transactions between Europe and Latin America, providing expert guidance to international blue-chip companies.

Our team has extensive experience in M&A and strategic advice, ensuring seamless integration of business operations across regions.

To succeed in this role, you will need:

• Extensive knowledge of cross-border transactions and European and Latin American markets
• Strong analytical skills and ability to identify opportunities for growth
• Excellent communication and interpersonal skills

Besides competitive compensation, we offer a dynamic work environment with opportunities for professional growth and development. Our offices are located in key regions, allowing for easy access to clients and markets.

Overview

Legal Counsel - Global Wealth Management at UBS. Join to apply for the Legal Counsel - Global Wealth Management role at UBS.

Are you a lawyer with experience in structured lending and financing transactions? Do you have a strong understanding of legal and regulatory frameworks applicable to the Brazilian financial, banking and capital markets?

• support our Global Lending Unit team with legal advice on structured lending and financing transactions;
• work closely with the Equity Derivatives team on matters involving structured products and financing solutions;
• review and draft lending agreements, guarantee agreements, and other legal documents;
• help ensure compliance with local and international regulations;
• collaborate with internal teams and external counsel to support deal execution;
• experience or familiarity with judicial recovery and bankruptcy procedures is a plus.

Your team You’ll be part of the UBS Legal team in São Paulo, Brazil, supporting the Global Lending Unit. We work closely with business and legal colleagues across regions to deliver practical, high-quality legal advice and ensure regulatory compliance across jurisdictions.

• 3+ years of experience in legal roles related to lending, financing, and guarantees;
• background in finance, banking, or capital markets;
• knowledge of Brazilian financial regulations and cross-border legal matters;
• admitted to the Brazilian Bar Association (OAB);
• fluent in Portuguese and English;
• strong communication and drafting skills.

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

• Not Applicable

• Full-time

• Legal

• Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at UBS by 2x

Note: The subsequent listing for a Senior Legal Manager - Latin America is not part of this role and has been left out to keep this description focused on the Legal Counsel position.

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales