💼 About This Role

You'll start your career in financial advisory at Brazil's largest independent financial institution. You'll build client relationships and guide investment decisions for a growing portfolio of clients. This role offers full support for certifications and technical development.

🎯 What You'll Do

• Maintain client relationships and guide wealth management
• Monitor market trends and connect clients to XP ecosystem
• Support clients in achieving financial goals

📋 Requirements

• Curious, able to build connections, ambitious
• Intensity and organization for client contact
• Basic knowledge of macroeconomics and current affairs
• Currently enrolled in undergraduate (4th semester or later) or completed

✨ Nice to Have

• Knowledge of financial products (fixed income, equities, funds)
• CPA-20 or CEA certification

🎁 Benefits & Perks

• 🏥 Health and dental plan
• 🏋️ Wellhub (Gympass)
• 🍔 iFood meal and food vouchers
• 🚗 Transportation voucher
• 👶 Parental leave: 6 months maternity, 20 days paternity

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Offer· 15 min