Financial Advisor

Brasil. Posted 30 months ago

The role

You will join a 24-month training program to build a long-term career in investment advisory. After training, you will work with clients in the XP Unique segment and build trust-based relationships.

What you will do

Complete practical training in technical, commercial and advisory skills over 24 months
Work with leadership and receive close follow-up during the program
Serve clients in the XP Unique segment
Turn knowledge into trust-based client relationships
Offer solutions that have a real impact on each client's financial life

Required qualifications

Degree in Business Administration, Economics, Engineering or related courses
Fluent English
Sharp logical reasoning
CPA-20 certification (mandatory to start the job)

Nice to have

Ancord, CEA, CFP or CFA certification

Benefits

Health insurance
Dental insurance
Wellhub (Gympass)
Zenklub
Life insurance
iFood Benefits (flexible meal and food allowance)
Transportation voucher
New Value benefits club
Parental leave: 6 months maternity, 20 days paternity
Childcare allowance
Exclusive investment funds
Investment advisory

Before you apply

CPA-20 certification is mandatory before starting the job
The role is part of a 24-month training program

About the company

XP Inc. is one of Brazil's largest independent financial institutions, owner of the XP, Rico, Clear, XP Educação and InfoMoney brands. It has over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody.