X

XP

Democratiza investimentos com agentes autônomos

Assessoria de Investimentos - Abc

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBrazilNo salary listed

About the Job

Requirements

  • Have a curious, ambitious profile and be able to build connections.
  • Have intensity and organization for client contact.
  • Have basic knowledge of macroeconomics and current affairs.
  • Be currently pursuing a higher-education degree from at least the third semester, or have completed one.
  • If currently enrolled in college, attend a night course.
  • Be available to work in person in the ABC region.
  • Complete the required PI test sent by email after submitting the application.

Responsibilities

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

Desired Qualifications

  • Knowledge of financial products, including fixed income, variable income, and funds.
  • CPA-20 or CEA certification; candidates without certification receive a free course from 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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