XP Future 2025 | Transição de Carreira - Vale do Itajaí/SC

Job Description

XP Inc., a major independent financial institution in Brazil, is offering a career transition opportunity as an Investment Advisor in Vale do Itajaí, Santa Catarina. This XP Future 2025 program is designed for commercially skilled professionals seeking a career shift into the financial market. The role involves advising clients on wealth management, creating investment portfolios, analyzing external allocations, and staying updated on market trends.

Responsibilities include:

• Advising and assisting clients with wealth management.
• Creating investment portfolios aligned with client profiles and objectives.
• 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 the investment world.
• Interest in a career transition.
• Basic knowledge of financial products.
• Not currently an Investment Advisor or Autonomous Agent (AAI).

The role offers:

• Health and dental plans.
• Wellhub (Gympass) and Zenklub access.
• Life insurance.
• Flexible iFood benefits (VA and VR).
• Transportation allowance.
• Parental leave (6 months for maternity, 20 days for paternity).
• Childcare assistance.
• Exclusive investment funds and investment advisory.
• XP Visa Infinite card without annuity.