Assessoria de Investimentos: Início de Carreira

The role

You will work as an investment advisor at the start of your career, maintaining relationships with clients and guiding them in managing their wealth so they reach their financial goals. You will also follow market trends and 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
• Connect clients to the 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
• Higher education degree completed, or enrolled from the 4th semester onward
• If still at university, must be in an evening course
• Live in the city or region, as the position is 100% on-site

Nice to have

• Knowledge of financial products (fixed income, variable income, funds and others)
• CPA or CPRO-R certification (if not held, the Academia Rafael Toro course is provided free to those approved)

Benefits

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

Before you apply

• The PI test is mandatory and will be sent by email after you submit your application

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.