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.