2d ago

Assessoria XP Future - ABC

São Paulo, SP

$35k-$55k / yearest.

full-timejuniorfinance

💼 About This Role

You'll join our Assessoria de Investimentos program to build a career in finance. You'll guide clients in wealth management and connect them to the XP ecosystem. This program offers full support for CPA-20 certification and career growth.

🎯 What You'll Do

  • Build long-term client relationships
  • Orient clients on portfolio management
  • Monitor market trends and connect clients to XP ecosystem

📋 Requirements

  • Graduação completa (completed bachelor's degree)
  • Disponibilidade for in-person work in ABC region
  • Comercial profile (sales experience preferred)
  • Interest in investment market

✨ Nice to Have

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

🎁 Benefits & Perks

  • 🏥 Plano de saúde (health insurance)
  • 🦷 Plano odontológico (dental plan)
  • 📱 Wellhub (Gympass)
  • 🍽️ iFood Benefits (meal/food voucher)
  • 👶 Licença parental (6 months maternity, 20 days paternity)

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

  1. 1Application· 1 day
  2. 2Recruiter Screen· 30 min
  3. 3Interview· 1 hour
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