Assessoria de Investimentos | Vaga exclusiva para Pessoa com Deficiência

The role

You will act as an investment advisor, guiding clients in managing their wealth so they reach their financial goals. You will analyze external allocations, prepare exclusive comparative studies, and follow market trends to connect clients to the XP ecosystem.

What you will do

• Build strategies and guide clients in wealth management
• Analyze external allocations and prepare exclusive comparative studies
• Identify investment opportunities for clients
• Follow 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: enrolled from the 4th semester or completed
• If still in college, must be 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 provides the CPA-20 course 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, 20 days paternity
• Childcare allowance
• Exclusive investment funds
• Investment advisory

Before you apply

• Position is exclusive for people with disabilities (Pessoa com Deficiência)
• Hiring is under CLT
• The process uses artificial intelligence tools to support the recruitment team, which may involve processing personal data 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 over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody.