💼 About This Role

You'll join XP Inc. to build long-term client relationships and guide wealth management. Your role ensures clients achieve financial goals while staying informed on market trends.

🎯 What You'll Do

• Build long-term client relationships and guide wealth management
• Monitor market trends and connect clients to XP ecosystem
• Obtain CPA-20 certification and deepen investment product knowledge

📋 Requirements

• Completed undergraduate degree
• Sales experience (prospecting new business preferred)
• Interest in investment markets
• Basic knowledge of financial products (fixed income, equities, funds)

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏥 Health and dental insurance
• 🏋️ Wellhub (Gympass)
• 🍽️ iFood Benefits (flexible meal and food voucher)
• 🚗 Transportation voucher
• 👶 Parental leave (6 months maternity, 20 days paternity)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Online application· 15 min
2. 2Recruiter phone screen· 30 min
3. 3Interview with hiring manager· 1 hour