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Assessoria de Investimentos: XP Future

Assessoria de Investimentos - XP Inc.
Location
São Paulo, São Paulo, Brazil
Posted
1 month ago
Department
Assessoria (B2C)
What they actually want (must-haves)
  • Complete higher education
  • Commercial and relational profile or experience in sales
  • Interest in the investment market
  • Not being an advisor or consultant linked to XP partner offices
Nice to have
  • Basic knowledge of financial products (fixed income, variable income, funds, etc.)
  • Experience in other segments (payment methods, beverages, fintechs, etc.)
  • Experience with prospecting
  • CPA or CPRO-R certification (if not already held, training will be provided)
What the job really is

The XP Future program is designed for professionals with a commercial background who aspire to build a long-term career in the financial market. Participants will receive comprehensive support to obtain the CPA certification, structured training in investment products, and a career development path to become Investment Advisors. The role involves advising clients on wealth management, creating investment portfolios, and maintaining regular contact with clients both online and in person.

Benefits
  • Health plan
  • Dental plan
  • Wellhub (Gympass)
  • Zenklub
  • Life insurance
  • Flexible food and meal vouchers
Things to weigh
  • The hiring process may take longer than usual as this is a talent pool position.
  • The role requires a high frequency of client contact, which may involve significant time commitment.
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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