Assessoria de Investimentos: XP Future

ABC Paulista, São Paulo, Brasil. Posted 6 months ago

The role

You will act as an investment advisor for high-income clients, building a client portfolio through consultative sales. You will track investment portfolios and help allocate investments to fit each client's profile and goals.

What you will do

Track investment portfolios so they match each client's profile and objective
Allocate investments strategically, identifying opportunities and supporting wealth decisions
Prospect and build lasting client relationships through consultative work
Build your own client 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, equities, funds, etc.)
Experience in technology, payments, acquiring, consumer goods, financial services, fintechs or related areas
Experience with prospecting and business development
CPA or CPRO-R certification

Benefits

Health plan
Dental plan
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

CPA certification is helpful; if not yet held, a preparatory course is offered free in partnership with Academia Rafael Toro
Applicants must consent to the XP Inc. privacy policy, and AI tools may be used to support recruitment

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.