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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