10h ago

Assessoria de Investimentos

Brasília

$24k-$36k / yearest.

full-timejuniorFinancial Services

💼 About This Role

You'll start your career in the financial market at one of Brazil's largest independent institutions. You'll support clients in wealth management while building your technical and certification skills. This role offers free certification courses and exclusive investment funds.

🎯 What You'll Do

  • Maintain client relationships and guide wealth management
  • Monitor market trends and connect clients to XP ecosystem
  • Assist clients in achieving financial goals

📋 Requirements

  • Curious and ambitious profile with ability to build connections
  • Intensity and organization for client contact
  • Basic knowledge of macroeconomics and current events
  • Bachelor's degree in progress (from 4th semester) or completed

✨ Nice to Have

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

🎁 Benefits & Perks

  • 🏥 Health plan and dental
  • 🏋️ Wellhub (Gympass)
  • 🍽️ iFood benefits (flexible meal and food voucher)
  • 👶 Extended parental leave: 6 months maternity, 20 days paternity
  • 💳 XP Visa Infinite card with no annual fee
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