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

  1. 1Recruiter Screen· 30 min
  2. 2Hiring Manager Interview· 45 min
  3. 3Offer· 1 week
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