Assessoria de Investimentos: XP Future

The role

You will work as an investment advisor for the high-income segment, building a client portfolio through consultative sales and prospecting. You will also monitor client investment portfolios and help with asset allocation decisions.

What you will do

• Monitor investment portfolios, making sure they match each client's profile and goals
• Strategically allocate investments, identify opportunities and support wealth decisions
• Prospect and build lasting relationships through consultative work, growing your client portfolio

Required qualifications

• Completed university degree
• Commercial and relational profile and/or sales experience
• Interest in the investment market
• Not be an advisor or consultant linked to XP partner firms

Nice to have

• Basic knowledge of financial products (fixed income, variable income, funds, etc.)
• 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 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

• Candidates without CPA certification receive a free preparatory course with Academia Rafael Toro
• Part of the XP Future program is a 12-month structured journey toward the high-income advisor role
• The XP Future program is aimed at professionals transitioning into the financial market from sales, relationships or business development

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