Assessoria de Investimentos: Início de Carreira

The role

You will act as an investment advisor for clients, maintaining relationships 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 keep yourself 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 course in progress (from the 4th semester) or completed
• If still in college, must be enrolled in an evening course

Nice to have

• Knowledge of financial products (fixed income, variable income, funds and others)
• CPA or CPRO-R certification (if you do not have it, the Academia Rafael Toro course is provided free of charge to those approved)

Benefits

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

• Must live in the city or region, as the position is 100% on-site

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