9h ago

Assessoria de Investimentos

Campo Grande, MS

$35k-$55k / yearest.

full-timejuniorFinancial Services

💼 About This Role

You'll join XP Inc.'s Programa XP Future to build a career in investment advisory. You'll develop long-term client relationships and guide wealth management. The role offers full support for CPA-20 certification and growth in a leading financial institution.

🎯 What You'll Do

  • Build long-term client relationships and guide wealth management
  • Monitor market trends and connect clients to XP ecosystem
  • Advise on investment products and portfolio allocation

📋 Requirements

  • Graduação completa
  • Perfil comercial e relacional
  • Interesse pelo mercado de investimentos
  • Conhecimento básico sobre produtos financeiros

✨ Nice to Have

  • Conhecimento sobre produtos financeiros (Renda Fixa, Renda Variável, Fundos)
  • CPA-20 ou CEA certificação

🎁 Benefits & Perks

  • 🏥 Plano de saúde
  • 🦷 Plano odontológico
  • 🏋️ Wellhub (Gympass)
  • 🍽️ iFood Benefícios (VA e VR flexível)
  • 📈 Fundos de Investimentos Exclusivos
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