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Job Description

XP Inc., a major independent financial institution in Brazil, is offering an opportunity to become an investment advisor in Cuiabá through the XP Future program. The program seeks commercially skilled professionals aiming for a career transition into the financial market. XP Inc. 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 becoming a successful commercial professional and obtaining CPA-20 certification.

Role Involves:

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

Requirements:

  • Alignment with XP Inc.'s culture.
  • Completed higher education.
  • Commercial and relational profile.
  • Commercial experience (preferably in new business prospecting).
  • Curiosity about investments.
  • Interest in a career transition.
  • Basic knowledge of financial products.
  • Not currently an Investment Advisor or Autonomous Agent.

What Role Offers:

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