Assessoria de Investimentos: XP Future

The role

You will work as an investment advisor in the XP Future program, moving from a sales or relationship background into the financial market. You will manage client investment portfolios and build your own client base through consultative work.

What you will do

• Monitor investment portfolios, keeping them aligned with each client's profile and goals
• Take a strategic role in investment allocation, identifying opportunities and supporting wealth decisions
• Prospect and build lasting client relationships through consultative work, growing your own portfolio

Required qualifications

• Completed university degree
• Commercial and relationship profile and/or sales experience
• Interest in the investment market
• Not an advisor or consultant tied to XP partner offices

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 in prospecting and business development
• CPA or CPRO-R certification

Benefits

• Health insurance
• Dental insurance
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (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

Before you apply

• Complete university degree required
• The CPA certification is needed to start in the field; a preparatory course is offered free for approved candidates who do not yet have it
• Candidates may use artificial intelligence tools in the recruitment process, under the company's privacy policy

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