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Job Description

XP Inc., a major independent financial institution in Brazil, is offering a career transition opportunity through its XP FUTURE program. This initiative seeks professionals with strong commercial skills who aspire to become investment advisors. The role involves a comprehensive training program to develop skills in sales, client prospecting, and investment products, along with support for obtaining the CPA-20 certification.

The company values personal interactions and believes in using the office as a tool to enhance work relationships.

Role Involves:

  • Prospecting new businesses and clients.
  • Managing portfolios and large accounts (both individual and corporate).
  • Working across multiple areas in a short period.

Requirements:

  • Alignment with XP Inc.'s culture.
  • Completed higher education.
  • Commercial and relational profile.
  • Commercial experience (preferably in prospecting new business).
  • Curiosity about the investment world.
  • Interest in making a career transition.
  • Basic knowledge of financial products (fixed income, variable income, funds, etc.).
  • Currently working in other market segments.
  • Not currently an Investment Advisor or Autonomous Agent (AAI).

What XP Future Offers:

  • Health and dental plans.
  • Wellhub (Gympass) and Zenklub access.
  • Life insurance.
  • Flexible iFood benefits (VA and VR).
  • Transportation allowance.
  • New Value benefits club.
  • Extended parental leave.
  • Childcare assistance.
  • Exclusive investment funds.
  • Investment advisory services.
  • XP Visa Infinite card with no annual fee.
  • Credit options.
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