💼 About This Role

You'll join the XP Inc. team as an Investment Advisor, building long-term client relationships and guiding wealth management. You'll help clients achieve their financial goals by connecting them to XP's full ecosystem. You'll receive full support to obtain CPA-20 certification and deepen investment knowledge.

🎯 What You'll Do

• Build long-term client relationships and guide wealth management
• Monitor market trends and keep clients informed
• Prospect new clients through commercial initiatives
• Deepen knowledge on investment products

📋 Requirements

• Completed undergraduate degree
• Sales experience with prospecting skills
• Interest in the investment market
• Basic knowledge of financial products (fixed income, equities, funds)

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏥 Health insurance
• 🏋️ Wellhub (Gympass)
• 🍽️ Meal and food allowances
• 🏖️ Flexible parental leave (6 months maternity, 20 days paternity)
• 💰 Exclusive investment funds