10h ago
Assessoria de Investimentos
Belo Horizonte, MG
✨ $50k-$70k / yearest.
full-timejuniorFinancial Services
💼 About This Role
You'll join the XP Future Program as an Investment Advisor, building long-term relationships and guiding clients in wealth management. You'll connect customers to the XP ecosystem while receiving full support for CPA-20 certification. This role offers a path to grow in Brazil's leading independent financial institution.
🎯 What You'll Do
- Build long-term client relationships and guide wealth management
- Monitor market trends and connect clients to XP ecosystem
- Advise on investment products and portfolio allocation
- Prospect and develop new business opportunities
📋 Requirements
- Completed undergraduate degree
- Commercial and relationship-building profile
- Sales experience (prospecting is a plus)
- Interest in the investment market
✨ Nice to Have
- Knowledge of financial products (fixed income, equities, funds)
- CPA-20 or CEA certification
🎁 Benefits & Perks
- 🩺 Health and dental insurance
- 🏋️ Wellhub (Gympass)
- 🍽️ Flexible meal and food vouchers
- 🚗 Transportation voucher
- 👶 Extended parental leave (6 months maternity, 20 days paternity)
📨 Hiring Process
Selection process includes application review, interviews, and certification support.
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