Assessoria de Investimentos: XP Future

The role

You will act as an investment advisor for high-income clients in the XP Future program. You will manage investment portfolios, help allocate investments, and build a client base through prospecting and consultative service.

What you will do

• Monitor investment portfolios, keeping them aligned with each client's profile and goals
• Make strategic investment allocation, identify opportunities and support wealth decisions
• Prospect and build lasting client relationships through consultative service, growing your client portfolio

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)
• Experience in 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, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• The program prepares candidates for the CPA certification; a free preparatory course is offered in partnership with Academia Rafael Toro if the hired person does not yet have CPA
• You must not be an advisor or consultant linked to XP partner offices
• Applying means agreeing to the privacy policy, and the company may use AI tools to support recruitment

About the company

XP Inc. is one of Brazil's largest independent financial institutions, owning 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.