Assessoria de Investimentos: XP Future

The role

You will join the XP Future program as an investment advisor, building a client portfolio. You will follow investment portfolios, allocate investments and prospect new clients through a consultative approach.

What you will do

• Follow investment portfolios, keeping them aligned with each client's profile and goal
• Act strategically on investment allocation and support wealth decisions
• Prospect and build lasting client relationships through a consultative approach
• Build your own client portfolio

Required qualifications

• Complete undergraduate degree
• Commercial and relationship profile and/or sales experience
• Interest in the investment market

Nice to have

• Basic knowledge of financial products (fixed income, equities, funds)
• 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 plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• Transport 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 not be an advisor or consultant linked to XP partner offices
• CPA certification is not required; the preparatory course is offered free in partnership with Academia Rafael Toro for approved candidates who lack it

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.