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

  • Have a commercial profile and strong communication skills.
  • Demonstrate intensity and organization in contacting clients.
  • Have basic knowledge of macroeconomics and current affairs.
  • Be enrolled in or have completed a higher-education degree; students must be in at least their fourth semester and attend evening classes.
  • Live in the city or region because the position is 100% on-site.

Responsibilities

  • Develop strategies and guide clients in wealth management to help them achieve their financial goals.
  • Analyze external asset allocations, prepare exclusive comparative studies, and identify opportunities.
  • Monitor market trends, stay informed, and connect clients with the XP ecosystem.

Desired Qualifications

  • Knowledge of financial products such as fixed income, equities, and funds.
  • CPA-20 or CEA certification; CPA-20 training is provided free to candidates who are 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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