💼 About This Role

You'll build long-term relationships with clients, guiding their wealth management in a leading financial institution. You'll help clients achieve their financial goals while connecting them to the full XP ecosystem. This role offers full support to obtain CPA-20 certification and a path to grow in the investment advisory career.

🎯 What You'll Do

• Build long-term relationships with clients
• Guide clients in wealth management and financial planning
• Monitor market trends and connect clients to XP ecosystem
• Assist clients in achieving financial goals

📋 Requirements

• Graduação completa
• Perfil comercial e relacional
• Experiência em vendas (diferencial: prospecção de novos negócios)
• Interesse pelo mercado de investimentos

✨ Nice to Have

• Conhecimento sobre produtos financeiros (Renda Fixa, Renda Variável, Fundos)
• CPA-20 ou CEA

🎁 Benefits & Perks

• 🏥 Plano de saúde
• 🦷 Plano odontológico
• 🏋️ Wellhub (Gympass)
• 🍽️ iFood Benefícios (VA e VR flexível)
• 👶 Licença parental: maternidade 6 meses, paternidade 20 dias