X

XP

Democratiza investimentos com agentes autônomos

Investment Advisor

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

About the Job

Requirements

  • A commercial profile and strong communication skills are required.
  • Intensity and organization are required for contacting clients.
  • Basic knowledge of macroeconomics and current affairs is required.
  • A completed university degree or current university enrollment from the fourth semester onward is required.
  • Students must attend a night course.
  • Applicants must live in the city or region because the position is fully in person.

Responsibilities

  • Develop strategies and guide clients in wealth management, ensuring that they achieve their financial objectives.
  • Analyze external allocations and prepare exclusive comparative studies to identify opportunities.
  • 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 investment funds.
  • CPA-20 or CEA certification; for approved candidates without CPA-20, the company provides the course free of charge.

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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