Assessoria de Investimentos: Início de Carreira

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 so they reach their financial goals, and follow market trends.

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 whole 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, you must attend an evening course

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 for free to those approved

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (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

• You must take the PI test, which is 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 brands XP, Rico, Clear, XP Educação and InfoMoney. It has more than 4.6 million active clients.