XP Future 2025 | Transição de Carreira - Sul de Minas

XP Inc., a major independent financial institution in Brazil, is offering an opportunity to transition into a career as an investment advisor. This XP Future 2025 program targets individuals with a strong commercial background seeking a career shift to the financial market. The role is based in Sul de Minas, specifically in Poços de Caldas, Varginha, and Pouso Alegre.

The selected candidate will receive comprehensive support to integrate into the advisory role, enhancing skills in sales, client prospecting, and investment products. The program includes a robust career path to become a successful commercial professional within the brokerage, with opportunities to obtain CPA-20 certification.

XP Inc. values personal interactions and believes in the office as a tool to enhance work relationships. The company culture is guided by four values: Big Dream, Entrepreneurial Spirit, Customer Focus, and Open Mind.

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 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 transitioning careers.
• Basic knowledge of financial products.
• 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.
• New Value benefits club.
• Parental leave: 6 months maternity, 20 days paternity.
• Childcare assistance.
• Exclusive investment funds.
• Investment advisory services.
• XP Visa Infinite card without annuity.
• Credit options (consigned, home equity, etc.).