Assessoria de Investimentos: XP Future

Florianópolis. Posted 19 months ago

The role

You will work as an investment advisor (Assessor(a) de Investimentos) in the XP Future program, a 12-month journey for people moving from sales, relationships or business development into the financial market. You will monitor investment portfolios, allocate investments and prospect clients to build your own client base.

What you will do

Monitor investment portfolios, making sure they match each client's profile and goal
Work strategically on investment allocation, spotting opportunities and supporting wealth decisions
Prospect clients and build lasting relationships through consultative work
Build your own client portfolio with support from leaders, specialists and the XP Inc. ecosystem

Required qualifications

Completed university degree
Commercial and relational profile and/or sales experience
Interest in the investment market

Nice to have

Basic knowledge of financial products (fixed income, variable income, funds, etc.)
Experience in segments such as technology, payments, acquiring, consumer goods, financial services, fintechs or related areas
Experience with prospecting and business development
CPA or CPRO-R certification

Benefits

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

Before you apply

Must not be an advisor or consultant linked to XP partner offices
If not yet CPA certified, a preparatory course for the CPA certification is offered free of charge in partnership with Academia Rafael Toro
Program includes a CPA preparatory course, a structured training in investments and wealth planning, and a 12-month journey

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 serves over 4.6 million active clients with more than R$ 1.1 trillion in assets under custody.