Assessoria de investimentos - Sênior | Maceió

The role

You will advise clients on managing their wealth and help them reach their financial goals. You will analyze external allocations, prepare comparative studies, and track market trends, connecting clients to the XP ecosystem.

What you will do

• Build strategies and guide clients in wealth management to reach their financial goals
• Analyze external allocations and prepare exclusive comparative studies
• Identify opportunities for clients
• Track market trends and connect clients to the XP ecosystem

Required qualifications

• Commercial profile and strong communication skills
• Intensity and organization for contact with clients
• Basic knowledge of macroeconomics and current affairs
• Higher education degree completed, or enrolled from the 4th semester onward
• If still in college, must be enrolled in an evening course
• Live in the city or region (100% on-site role)

Nice to have

• Knowledge of financial products (fixed income, equities, funds and others)
• CPA-20 or CEA certification (XP offers the CPA-20 course free to those approved if they do not have it)

Benefits

• Health insurance
• 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, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• Must be enrolled in an evening course if still in college
• Must live in the city or region because the role is fully on-site
• CPA-20 or CEA certification is preferred but not required

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.