💼 About This Role

You'll join a talent pool for XP's transition program to become an investment advisor. You'll receive CPA-20 certification support and a structured career path to high-income advisory within one year.

🎯 What You'll Do

• Advise clients on investment portfolio construction
• Prepare external allocation analyses and comparative studies
• Monitor market trends and economic updates
• Maintain high-frequency client contact online and in-person

📋 Requirements

• Graduation complete
• Sales experience (prospecting preferred)
• Basic knowledge of financial products (fixed income, equities, funds)
• Not currently a certified investment advisor or autonomous agent

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏥 Health and dental insurance
• 🏋️ Wellhub (Gympass)
• 💳 XP Visa Infinite credit card with no annual fee
• 👶 6-month maternity and 20-day paternity leave
• 🍽️ iFood benefits (flexible meal and food vouchers)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screening· 30 min
2. 2Interview with hiring manager· 45 min
3. 3Final interview· 45 min

🚩 Heads Up

• Talent pool listing may delay response time
• Transition program requires CPA-20 certification (time investment)