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.