Investment Advisor

About the Company

XP Inc. is one of Brazil's largest independent financial institutions, owning brands such as XP, Rico, Clear, XP Educação, and InfoMoney. With over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody, it has been transforming the financial market for 25 years.

Responsibilities

• Act in Investment Advisory, advising and assisting clients with wealth management
• Develop investment portfolios aligned with client profiles and objectives
• Analyze external allocations, prepare comparative studies, and identify opportunities
• Monitor market trends and stay informed about the economic scenario
• Maintain high frequency of contact with clients both online and in person

Requirements

• Completed undergraduate degree
• Commercial and relational profile
• Sales experience (prospecting is a plus)
• Interest in the investment market
• Basic knowledge of financial products (Fixed Income, Equities, Funds, etc.)
• Experience in other segments such as payments, fintechs, or beverages
• Must not currently be an Investment Advisor or Autonomous Agent (AAI)

Preferred Qualifications

• Advanced knowledge of financial products
• CPA-20 or CEA certification

Benefits

• Health and dental plans
• Wellhub (Gympass) and Zenklub
• Life insurance
• Flexible meal and food vouchers (iFood Benefícios)
• Transportation vouchers
• Parental leave (6 months maternity / 20 days paternity)
• Daycare assistance
• Exclusive investment funds and XP Visa Infinite card