Assessoria de Investimentos: XP Future

The role

You will act as an Investment Advisor, building and following a client portfolio. The role covers portfolio monitoring, strategic asset allocation and prospecting for long-term consultative client relationships.

What you will do

• Follow investment portfolios, making sure they match each client's profile and goals
• Work strategically on investment allocation, spotting opportunities and supporting 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 offices

Nice to have

• Basic knowledge of financial products (fixed income, equities, 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 insurance
• Dental insurance
• 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 service

Before you apply

• Free CPA preparatory course offered to approved candidates who do not yet have the CPA certification, in partnership with Academia Rafael Toro
• CPA certification is listed as a plus, not required

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.