XP Future Norte/Nordeste | Career Transition - Investment Advisory - Remote

Overview

This position is for professionals looking to transition into the financial market, specifically in investment advisory, with a focus on sales and customer relationships.

In Short

• Opportunity for career transition into investment advisory.
• Support for rapid integration and skill development.
• Focus on sales, client prospecting, and financial products.
• Robust career path and training for CPA-20 certification.
• Work in a high-performance team.
• Flexibility in work model: remote, hybrid, or in-person.
• Targeting professionals with commercial experience.
• Emphasis on customer focus and entrepreneurial spirit.
• Engagement in a dynamic financial environment.
• Networking opportunities within the financial sector.

Requirements

• Complete higher education.
• Commercial and relational profile.
• Experience in sales (preferably in business development).
• Curiosity about investment products.
• Interest in transitioning careers.
• Basic knowledge of financial products.
• Currently working in other market segments.
• Not currently an Investment Advisor or Autonomous Agent.

Benefits

• Health and wellness benefits including health and dental plans.
• Parental leave and childcare assistance.
• Access to exclusive investment advisory services.
• Flexible work hours.
• Training and certification support.