Financial analysis and management of B2C financial advisory services | Results‑based professional growth model | Comprehensive financial wellness | formal contract | Executive development in the corporate finance sector

PROFESSIONAL GROWTH AND EXECUTIVE CAREER PLAN IN THE FINANCIAL SECTOR

Evol model based 100% on results, financial analysis of individuals, and corporate leadership. This role is designed for professionals seeking to build a solid career in the financial sector, with strong analytical skills, the ability to generate value for clients, and consultative leadership.

- Real business results
- Direct impact on people's financial lives
- Development of long‑term, trusting relationships
- Strategic advisory skills
- Sustained value creation for clients

JOB DESCRIPTION

We are seeking high‑performing B2C Financial Advisors with a strong sales orientation and consultative skills to join an innovative corporate financial wellness model. The professional will be responsible for understanding each client's financial situation, identifying optimisation opportunities, and structuring solutions aligned with their financial and business objectives. The advisor will work closely with the client, developing a deep consultative relationship focused on:

- Comprehensive financial diagnosis
- Progressive improvement of financial well‑being
- Implementation of real solutions through the financial portfolio

The advisor becomes a strategic partner in the client's financial transformation.



Revenue for this role comes from structuring and implementing customised financial solutions aligned with the client's objectives.

JOB PURPOSE

To support companies and corporate clients in identifying, analysing, and implementing financial solutions that contribute to improving their economic performance and achieving their business objectives. Through a consultative methodology, the professional will:

- Analyse relevant financial information;
- Identify opportunities for improvement;
- Design customised financial strategies;
- Facilitate the implementation of financial solutions;
- Build long‑term relationships based on trust and results.
- Employees;
- The organisation;
- Partner financial institutions

DIFFERENTIAL APPROACH TO THE ROLE

This is not a position solely focused on selling financial products. It is a role of:

- Strategic information analysis
- Building corporate relationships
- Generating business financial solutions

The Financial Advisor:

- Understands the client's financial context
- Analyzes information to identify opportunities
- Designs solutions aligned with business objectives
- Supports implementation and follow‑up
- Builds long‑term, trusting relationships

MAIN RESPONSIBILITIES

- Conduct financial and commercial diagnostics of client companies




- Analyze financial information and business performance
- Identify opportunities for financial optimisation
- Manage consultative financial advisory processes
- Structure solutions aligned with client needs
- Continuously monitor results
- Build sustainable corporate relationships
- Generate business opportunities through consultative selling
- Participate in corporate financial education initiatives
- Meet and exceed established sales targets
- Utilise analytical tools to support recommendations and decisions

ADECUADO PROFILE

- Minimum of 20 years of experience in B2C sales of financial products
- Experience in building relationships with business or corporate clients
- Knowledge of financial analysis and risk assessment
- Ability to interpret information and generate strategic recommendations
- Consultative and negotiation skills
- Analytical mindset and business acumen
- Interest in combining finance, data, and business development
- Credit risk analysis
- Interpretation of financial indicators

CRITICAL SOFT SKILLS

Analytical thinking

- Interpreting financial information; identifying patterns and opportunities

Consulting and Diagnostics

- Understanding business needs

Building Trust

- Corporate relations
- Professional credibility
- Managing long‑term relationships

Effective Communication

- Translating complex information into actionable recommendations
- Understanding explicit and implicit needs
- Identifying strategic opportunities

Results Orientation

📌 C FINANCIAL-COMMERCIAL ADVISOR | Financial analysis and management ofC financial advisor[...] (Bogotá)
🏢 Safe Consultants
📍 Bogotá