X

XP

Democratiza investimentos com agentes autônomos

Investment Consultant B2C

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

About the Job

Requirements

  • Experience or a strong commercial profile, with the ability to conduct active prospecting and develop a client portfolio.
  • Strong communication and the ability to build trusted relationships over the medium and long term.
  • Discipline and consistency to work in a goal-oriented environment.
  • Interest in and knowledge of financial markets and investments.
  • One or more of the following certifications: CEA, CFP, CFA, C-Pro R, C-Pro I, CPA-20, or CGA.

Responsibilities

  • Prospect and develop new clients.
  • Provide investment consulting, advising clients on managing their wealth.
  • Develop investment portfolios aligned with each client's profile and objectives.
  • Analyze market opportunities and build well-supported investment recommendations.
  • Maintain close client relationships, monitoring their needs and financial objectives.

Desired Qualifications

  • Continuously monitor market trends and the economic environment to ensure recommendations are well supported.

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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