Investment Advisor Trainee

About Us

XP Inc. is one of Brazil's largest independent financial institutions, owning brands such as XP, Rico, Clear, and XP Educação. With over 4.6 million active clients and over R$ 1.1 trillion in assets under custody, we have been transforming the financial market for 24 years to improve people's lives.

With a distinctive culture guided by four values - Dream Big, Entrepreneurial Spirit, Customer Focus, and Open Mind - XP Inc. is always seeking the best talents with the ambition to achieve the impossible.

About the Opportunity

If you want to start your journey in the financial market in a dynamic environment with constant learning, this could be your opportunity. We are looking for individuals at the beginning of their careers who have a desire to learn, an entrepreneurial spirit, and a genuine interest in the financial market. Here, you will receive support from certifications to technical development. Learn more about the Investment Advisor profession on our careers page!

What We Are Looking For

Prerequisites

• Curious profile, capable of creating connections and ambitious;
• Intensity and organization for client contact;
• Basic knowledge of macroeconomics and current affairs;
• Undergraduate degree in progress (from the 4th semester onwards) or completed;
• If still in college, evening classes are required;
• Must live in the city or region, as this is a 100% in-person position.

Differentiators

• Knowledge of financial products (Fixed Income, Variable Income, Funds, and others);
• CPA-20 or CEA certification (If you don't have the certification, we provide the Rafael Toro Academy course for free to those approved).

Challenges and Impact

• Maintain client relationships and provide guidance in wealth management, ensuring everyone achieves their financial goals;
• Monitor market trends, staying informed and connecting clients to the entire XP ecosystem.

Note: The hiring is under CLT regime.

Benefits

Health and Well-being

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life Insurance
• iFood Benefits (flexible VA and VR)
• Transportation Voucher
• New Value (benefits club)
• Parental Leave: 6 months maternity and 20 days paternity.
• Childcare Assistance

Financial Life

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

Flexible In-Person Work Model

Our work model varies by role, potentially being fully in-person for business fronts and more flexible for other teams. We follow a model with more frequent in-person interaction, 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 work relationships.

By proceeding with the application, you declare that you have read, understood, and agree to the Privacy Policy of XP Inc. Group and its suppliers and partners who 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 this purpose, in accordance with the principles of the General Data Protection Law and the Privacy Policy of the XP Inc. Group.

Key skills/competency

• Investment Advisor
• Financial Market
• Client Relationship Management
• Wealth Management
• Market Trends Analysis
• Financial Products Knowledge
• Macroeconomics
• Entrepreneurial Spirit
• Customer Focus
• Sales