10h ago

Assessoria de Investimentos: Início de Carreira

Ribeirão Preto, SP

$45k-$70k / yearest.

full-timejuniorfinancial services

💼 About This Role

You'll start your career in financial markets at XP Inc., a leading independent financial institution in Brazil. You'll build client relationships and guide them in wealth management, connecting them to the full XP ecosystem. This role offers free certification courses and a supportive learning environment.

🎯 What You'll Do

  • Maintain client relationships and guide wealth management
  • Monitor market trends and keep clients informed
  • Connect clients to the XP ecosystem of products and services

📋 Requirements

  • Curious profile, able to create connections and ambitious
  • Intensity and organization for client contact
  • Basic knowledge of macroeconomics and current affairs
  • Bachelor's degree in progress (from 4th semester) or complete
  • Live in Ribeirão Preto or region (100% in-office)

✨ Nice to Have

  • Knowledge of financial products (Fixed Income, Equities, Funds)
  • CPA-20 or CEA certification

🎁 Benefits & Perks

  • 🩺 Health and dental insurance
  • 🏋️ Wellhub (Gympass)
  • 📚 Free certification courses
  • 🍽️ Meal and food voucher
  • 🚗 Transportation voucher

🚩 Heads Up

  • Requires 100% in-office presence despite being entry-level
  • No explicit salary range provided
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