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Job Description
XP Inc., a major independent financial institution in Brazil, is offering a career transition opportunity through the XP Future 2025 program. This initiative is designed for commercially skilled professionals seeking to become investment advisors. The role involves advising clients on wealth management, creating investment portfolios, analyzing external allocations, and staying informed on market trends.
The company provides comprehensive support for integrating into the advisory role, enhancing skills in sales, client prospecting, and investment products. The program includes a career path to become a successful commercial professional and obtain CPA-20 certification.
XP Inc. values personal interactions and uses the office as a tool to enhance work relationships. The company offers a flexible work model, with a focus on in-person presence balanced with autonomy and entrepreneurial culture.
Role Involves:
- Advising clients on wealth management.
- Creating investment portfolios.
- Analyzing external allocations.
- Staying informed on market trends.
Requirements:
- Alignment with XP Inc.'s culture.
- Completed higher education.
- Commercial and relational profile.
- Commercial experience (preferably in new business prospecting).
- Curiosity about the investment world.
- Interest in a career transition.
- Basic knowledge of financial products.
- Not currently an Investment Advisor or Autonomous Agent (AAI).
What XP Inc. Offers:
- Health and dental plans.
- Wellhub (Gympass) and Zenklub access.
- Life insurance.
- Flexible iFood benefits (VA and VR).
- Transportation voucher.
- New Value benefits club.
- Parental leave (6 months for maternity, 20 days for paternity).
- Childcare assistance.
- Exclusive investment funds.
- Investment advisory services.
- XP Visa Infinite card without annuity.
- Credit options (payroll, home equity, real estate CCB, etc.).
