Consultoria de Investimentos B2C

The role

Work as an investment consultant at the consultancy and partners of the XP network. Support clients in building investment strategies and long-term relationships, offering solutions aligned with their financial goals.

What you will do

• Prospect and develop new clients
• Provide investment consulting, guiding clients in managing their wealth
• Build investment portfolios aligned with each client's profile and goals
• Analyze market opportunities and build well-founded investment recommendations
• Maintain close relationships with clients, following their needs and financial goals

Required qualifications

• Experience or strong commercial profile, with ease in active prospecting and building a client portfolio
• Excellent communication and ability to build trust-based relationships in the medium and long term
• Discipline and consistency to work in a goal-driven environment
• Interest and knowledge of the financial market and investments
• Certification CEA, CFP, CFA, C-Pro R, C-Pro I, CPA-20 and/or CGA

Nice to have

• Constant follow-up of market trends and the economic scenario, keeping recommendations grounded

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• 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

• Employment is under the CLT regime

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.