Financial Advisor

XP Inc.BrasilJob.bopublished 04/29/2024
Machine translation — original language: Portuguese.Show original

About us ​

XP Inc. is one of the largest independent financial institutions in Brazil, owner of the brands XP, Rico, Clear, XP Educação, InfoMoney, among others. With more than 4.6 million active clients and assets under custody exceeding R$ 1.1 trillion, for 25 years it has been transforming the financial market to improve people's lives.

With a striking culture guided by four values - Sonho Grande, Espírito Empreendedor, Foco no Cliente, and Mente Aberta- XP Inc. is always looking for the best talents who have the ambition to do the impossible.

The Financial Advisors program was created to develop professionals who wish to build a long-term career in investment advisory.

Over 24 months, you will have practical training, close monitoring from leadership, and access to the XP ecosystem to expand your technical, commercial, and consultative repertoire.

At the end of the training, you will be prepared to work with clients from the XP Unique segment, transforming knowledge into trusting relationships and solutions that generate real impact on each client's financial life.

About the work environment

  • Our open mind culture makes the environment horizontal so that decisions are made based on facts and data, always putting clients' interests first.
  • With an entrepreneurial spirit, each of us protagonists our own story, so do not expect to find a company that makes decisions for you.
  • Although everyone has the autonomy to take the reins of their own life, our routine is intense because we dream big and love what we do.

Prerequisites

  • Degree in Administration, Economics, Engineering, or related courses;
  • Fluent English;
  • Sharp logical reasoning.

Differentials

  • CPA-20 (will be mandatory to start work)
  • Ancord, CEA, CFP, or CFA.

Benefits:

Health and well-being:

  • Health insurance
  • Dental plan
  • Wellhub (Gympass)
  • Zenklub
  • Life Insurance
  • iFood Benefícios (flexible VA and VR)
  • Vale Transporte
  • New Value (benefits club)
  • Parental leave: 6 months maternity and 20 days paternity.
  • Daycare assistance

Financial Life

  • Exclusive Investment Funds
  • Investment Advisory
  • XP Visa Infinite Card with no annual fee
  • Credit (consignado, home equity, CCB Imobiliário, etc.)

Flexible In-Person Work Model

Our work model varies according to the function, and can be fully in-person for business fronts and more flexible for other teams.

We follow a model with more frequent in-person presence, but always guided by flexibility and autonomy with the responsibility of our entrepreneurial culture.

Here at XP Inc., we value personal interactions and believe in using the office as a tool to enhance our relationships at work.

*By proceeding with the application, you declare that you have read, understood, and agree with the Privacy Policy of the XP Inc. Group and its suppliers and partners that support the selection process. The XP Inc. Group may use artificial intelligence solutions to support the recruitment team during the process, which may involve the processing of your personal data for such purpose, in accordance with the principles of the Lei Geral de Proteção de Dados and the Privacy Policy of the XP Inc. Group.