X

XP

Democratiza investimentos com agentes autônomos

Assessoria de Investimentos

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Be curious, able to build connections, and ambitious.
  • Have intensity and organizational skills for client contact.
  • Have basic knowledge of macroeconomics and current affairs.
  • Be enrolled in or have completed higher education; students must be at least in their fourth semester and attend evening classes.
  • Live in São Paulo city or the surrounding region because the role is 100% in person.

Responsibilities

  • Maintain client relationships and provide guidance on wealth management to help clients achieve their financial goals.
  • Monitor market trends, stay informed, and connect clients with the XP ecosystem.

Desired Qualifications

  • Knowledge of financial products such as fixed income, variable income, and funds.
  • CPA or CPRO-R certification; candidates without certification are offered free preparatory training through Academia Rafael Toro if approved.

About the Company

XP

Democratiza investimentos com agentes autônomos

XP helps people access and improve their financial lives by offering investment services that challenge the dominance of big banks. Since 2001, starting as a small group of autonomous investment agents in Porto Alegre, the company has grown through a culture of Big Dream, Open Mind, and Entrepreneurial Spirit, giving its team autonomy to reshape the financial market. The product suite focuses on empowering individuals with investment options and guidance that aim to broaden access beyond the 95% market share held by large banks in Brazil. XP’s goal is to expand financial opportunity for many people by creating a different kind of financial system that serves more customers rather than a few dominant institutions.

Company size
5,001-10,000
Company stage
IPO
Headquarters
São Paulo, Brazil
Founded
2001

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