23h ago
Assessoria de Investimentos
ABC Paulista
✨ $50k-$70k / yearest.
full-timejuniorfinance
💼 About This Role
You'll start your career in finance at XP Inc., a leading independent financial institution in Brazil. You'll build client relationships and help manage their wealth while learning about investments. This role offers free certification training and a dynamic team environment.
🎯 What You'll Do
- Maintain client relationships and guide wealth management
- Monitor market trends and keep clients informed
- Connect clients to XP's full product ecosystem
📋 Requirements
- Curious, connection-building, ambitious profile
- Intensity and organization for client contact
- Basic knowledge of macroeconomics and current events
- Enrolled in or completed undergraduate degree (from 3rd semester)
✨ Nice to Have
- Knowledge of financial products (fixed income, equities, funds)
- CPA-20 or CEA certification (free training provided)
🎁 Benefits & Perks
- 🏥 Health and dental insurance
- 🏋️ Wellhub (Gympass)
- 📚 Free certification training
- 🍲 Meal and food vouchers
- 🚗 Transportation voucher
📨 Hiring Process
Estimated timeline: 2-3 weeks · AI estimate
- 1Recruiter Screen· 30 min
- 2Hiring Manager Interview· 45 min
- 3Offer· 1 week
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