Assessoria de Investimentos: Início de Carreira

The role

You will be an investment advisor, keeping 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 and stay informed
• Connect clients to the entire 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 in progress (from the 4th semester onward)
• If still in college, must be enrolled in an evening course
• Live in the city or region, as the role 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, XP provides the Academia Rafael Toro course free of charge to those approved)

Benefits

• Health insurance
• Dental insurance
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefícios (meal and food allowance, flexible)
• 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

• Employment is under the CLT contract
• The role is 100% on-site
• XP provides the Academia Rafael Toro certification course free of charge to those approved, if not already certified

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.