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Job Description

XP Inc., a major independent financial institution in Brazil, is seeking a motivated individual for an entry-level Investment Advisor position. The role is based in São Paulo and offers the opportunity to work with XP Investimentos and Rico brands.

The ideal candidate will have a commercial profile, strong interpersonal skills, and a drive for consistent results. XP Inc. provides comprehensive support for integration and development in advisory roles, focusing on communication skills, financial product knowledge, and market immersion.

Responsibilities include:

  • Advising clients on wealth management.
  • Creating investment portfolios aligned with client profiles and objectives.
  • Analyzing external allocations and identifying opportunities.
  • Staying informed on market trends and economic updates.
  • Maintaining frequent online and in-person client contact.

Requirements:

  • Commercial profile and strong communication skills.
  • High level of intensity and discipline for online client contact.
  • Basic knowledge of macroeconomics and current events.
  • Residence in São Paulo, as the position is 100% in-person.
  • Enrolled in (5th semester or later) or completed higher education.
  • Enrollment in a night course if still in college.
  • Alignment with XP Inc.'s culture.

The role offers:

  • Health and dental plans.
  • Wellhub (Gympass).
  • Zenklub.
  • Life insurance.
  • Flexible iFood benefits (VA and VR).
  • Transportation voucher.
  • New Value benefits club.
  • Parental leave (6 months maternity, 20 days paternity).
  • Childcare assistance.
  • Exclusive investment funds.
  • Investment advisory services.
  • XP Visa Infinite card without annuity.
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