Assessoria de Investimentos: XP Future

Recife, PE. Posted 14 months ago

The role

You will act as an Investment Advisor (Assessor de Investimentos) in the XP Future program, moving from a commercial career into financial markets. You will monitor investment portfolios, help allocate client investments and build your own client portfolio through prospecting and consultative service.

What you will do

Monitor investment portfolios, ensuring alignment with each client's profile and objectives
Act strategically on investment allocation, identifying opportunities and supporting wealth decisions
Prospect and build lasting relationships through consultative service, growing your client portfolio

Required qualifications

Completed university degree
Commercial and relational profile and/or sales experience
Interest in the investment market

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
Dental plan
Wellhub (Gympass)
Zenklub
Life insurance
iFood Benefícios (flexible meal and food allowance)
Transportation voucher (Vale Transporte)
New Value benefits club
Parental leave: 6 months maternity, 20 days paternity
Childcare allowance (Auxílio Creche)
Exclusive investment funds
Investment advisory

Before you apply

You must not be an advisor or consultant linked to XP partner offices
A CPA certification is needed to start in the field; the company offers a free preparatory course with Academia Rafael Toro to approved candidates who do not yet have it
The program is a 12-month structured journey toward working as an Investment Advisor in the High Income segment

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.