Assessoria de Investimentos: XP Future

The role

You will build a client portfolio as an investment advisor (Assessor(a) de Investimentos) in the XP Future program for the Alta Renda segment. The role involves monitoring investment portfolios, allocating investments, and prospecting clients through consultative work.

What you will do

• Monitor investment portfolios to ensure alignment with each client's profile and goals
• Act strategically in investment allocation, identifying opportunities and supporting wealth decisions
• Prospect and build lasting client relationships through consultative work
• Build your own client portfolio

Required qualifications

• Completed university degree (Graduação completa)
• Commercial and relational profile and/or sales experience
• Interest in the investment market
• Must 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 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 plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• Transportation voucher (Vale Transporte)
• New Value benefits club
• Parental leave: 6 months maternity and 20 days paternity
• Childcare allowance (Auxílio Creche)
• Exclusive investment funds
• Investment advisory service

Before you apply

• Candidates without the CPA certification are offered the preparatory course free of charge, in partnership with Academia Rafael Toro
• The role is on a CLT contract

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.