Assessoria de Investimentos: Início de Carreira

Sorocaba , São Paulo, Brazil. Posted 24 months ago

The role

You will start a career as an investment advisor at XP Inc. You will keep relationships with clients, guide them in managing their wealth, and follow market trends to connect clients to the XP ecosystem.

What you will do

Maintain relationships with clients
Guide clients in wealth management so they reach their financial goals
Follow market trends and stay informed
Connect clients to the entire XP ecosystem

Required qualifications

Curious profile, able to build connections and ambitious
Intensity and organization for contact with clients
Basic knowledge of macroeconomics and current affairs
Enrolled in a bachelor's program from the 4th semester onward in Exact Sciences, Business Administration, Economics, Accounting or Engineering
If still in college, must be enrolled in an evening program
Live in the city or region of the job

Nice to have

Knowledge of financial products (fixed income, variable income, funds and others)
CPA or CPRO-R certification (if you do not have it, XP provides the Academia Rafael Toro course free of charge to those approved)

Benefits

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

Before you apply

You must take the PI test, which is sent by email after you submit your application

About the company

XP Inc. is one of the largest independent financial institutions in Brazil, owner of the XP, Rico, Clear, XP Educação and InfoMoney brands. It serves over 4.6 million active clients.