Relevante, Inc.

Role Description We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested. Prioritized Must Have Skills for the Financial Consultant: - Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire. - Must have at least 5 years' experience as a Financial Sales consultant. - Must be able to build a book of business. - No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: - Collaborate with current clients while developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). - Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. - Establish a level of trust and confidence with clients to serve as the main advisor for their wealth management needs. - Discuss client investment goals considering risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. - Work with the advisory team to implement investment plans and coordinate adjustments. - Monitor client investment portfolios and performance. - Communicate insights for clients regarding essential contributors and detractors. - Advise high net worth clients as needed and consult mid-market institutional clients. - Coordinate the creation of detailed wealth management plans for individuals. - Organize the creation of consulting reports for institutions. - Help present plans to clients effectively and clearly. - Actively seek new business opportunities. - Develop essential knowledge of financial planning software and technology. - Clearly and regularly track all client and prospect interactions using CRM (Salesforce). - Participate in regular internal meetings. - Work on a schedule that best suits client needs. Qualifications - Bachelor's degree or higher. - 5+ years' relevant experience. - Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire. - Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation. - Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred. - A proven record of achieving new business is a plus. Requirements - Remote role but MUST be a Cleveland resident. - No Schwab employees! - In office opportunity. - No sponsorships or visa holders. No Corp to Corp. Benefits - Medical Insurance. - Dental Insurance. - Profit Sharing.

Role Description Relevante is looking for an experienced Resume Writer based in Brazil to help professionals craft strong, market-ready resumes that reflect their strengths and achievements. You'll work with participants from various industries, helping them prepare for new opportunities with confidence. - Work one-on-one with professionals to develop clear, impactful resumes tailored to their goals. - Edit and refine resumes to meet both Brazilian and international hiring standards. - Provide guidance on LinkedIn profile optimization and personal branding. - Collaborate with Relevante's global team to ensure a consistent and supportive participant experience. - Deliver high-quality written work and maintain professionalism in all communication. Qualifications - Experience in resume writing, HR, or recruitment. - Excellent writing and communication skills in Portuguese and English. - Strong attention to detail and understanding of the Brazilian job market. - Comfortable working independently in a remote environment.