X

XP

Democratiza investimentos com agentes autônomos

Investment Advisory: Early Career

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePorto Alegre, RS, BrazilNo salary listed

About the Job

Requirements

  • Have a curious, ambitious profile capable of creating connections.
  • Show intensity and organization in contacting clients.
  • Have basic knowledge of macroeconomics and current affairs.
  • Be enrolled in or have completed a higher-education degree; if currently enrolled, attend evening classes.
  • Live in Porto Alegre or the surrounding region because the position is fully in person.

Responsibilities

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

Desired Qualifications

  • Know financial products such as fixed income, variable income, and funds.
  • Hold a CPA or CPRO-R 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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