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Job Description

XP Inc., a leading independent financial institution in Brazil, is offering a career transition opportunity through its XP Future program. This initiative is designed for professionals with strong commercial skills who aspire to become investment advisors. The program provides comprehensive support for integrating into the advisory role, enhancing sales and prospecting skills, deepening knowledge of investment products, and immersing participants in the financial market.

Participants will benefit from a robust career path to become successful commercial professionals within the brokerage, with the opportunity to obtain the CPA-20 certification to become a reference in the market.

Role Involves:

  • 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 developments.
  • 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 prospecting new business).
  • Curiosity about investments.
  • Interest in a career transition.
  • Basic knowledge of financial products.
  • Currently working in other market segments.
  • Not currently an Investment Advisor or Autonomous Agent (AAI).

Role Offers:

  • Health and dental plans.
  • Wellhub (Gympass) and Zenklub.
  • Life insurance.
  • Flexible iFood benefits (VA and VR).
  • Transportation voucher.
  • Exclusive investment funds.
  • XP Visa Infinite credit card without annuity.
  • Flexible work model.
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