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Job Description
XP Inc., a leading independent financial institution in Brazil, is seeking a highly motivated Investment Consultant to join its B2C Consulting team in São Paulo. This role focuses on providing wealth management services to clients, offering comprehensive support in financial, legal, and fiscal matters. The ideal candidate will possess strong advisory skills and a passion for helping clients manage their wealth effectively.
Role Involves:
- Investment consulting (fixed fee model)
- Investment consolidation
- Fiscal activities
- Succession planning
- Real estate planning
- Concierge service
- Risk management
Requirements:
- CEA or CFP certifications
- Experience in advisory/consulting
- Residency in São Paulo
- Interest in the consulting model
What XP Inc. Offers:
- Health and dental plans
- Wellhub (Gympass) and Zenklub access
- Life insurance
- Flexible VA/VR iFood benefits
- Vale Transporte
- New Value benefit club
- Parental leave (6 months maternity, 20 days paternity)
- Creche assistance
- Exclusive investment funds
- Investment advisory services
- XP Visa Infinite card (no annual fee)
- Credit options
XP Inc. values personal interactions and offers a flexible work model with a focus on in-office collaboration to foster its entrepreneurial culture.
