**About Us** XP Inc. is one of Brazil’s largest independent financial institutions, owning brands such as XP, Rico, Clear, XP Educação, InfoMoney, and others. With over 4.6 million active clients and more than BRL 1.1 trillion in assets under custody, XP Inc. has been transforming the financial market for 24 years to improve people’s lives. Guided by four core values—**Big Dreams, Entrepreneurial Spirit, Customer Focus, and Open Mind**—XP Inc. continuously seeks top talent with the ambition to achieve the impossible. **About the Opportunity** ------------------------ Do you have a commercial profile, seek a career transition, and want to join a high-performance team? Meet **XP Future**, a program designed for professionals with strong commercial profiles who are pursuing a career transition and wish to work as investment advisors. At XP Inc., you will receive full support to obtain the CPA-20 certification, integrate into your new role, and deepen your knowledge of investment products. Additionally, the program offers a robust career path enabling you to become an investment advisor in XP’s High-Net-Worth segment within one year. **If you already have commercial experience in other industries and wish to transition into the financial market, review the prerequisites to join XP Future below!** Learn more about our day-to-day life on Instagram and LinkedIn. Check out our reviews on Glassdoor. **What We’re Looking For** -------------------- **Prerequisites:** * Completed undergraduate degree; * Commercial and relational profile; * Sales experience (a plus: prospecting new business); * Interest in the investment market; * Basic knowledge of financial products (fixed income, equities, funds, etc.); * Experience in other sectors (payment methods, merchant acquiring, beverages, fintechs, etc.); * Not currently an Investment Advisor or Autonomous Agent (AAI). **Preferred Qualifications:** * Knowledge of financial products (fixed income, equities, funds, and others); * CPA-20 or CEA certification (If the selected candidate does not hold the CPA-20 certification, we provide the course free of charge, in partnership with Academia Rafael Toro) **Challenges and Impact** ---------------------- * Work within the Investment Advisory segment, advising and assisting clients with wealth management; * Build investment portfolios aligned with clients’ risk profiles and objectives; * Analyze external asset allocations, prepare exclusive comparative studies, and identify opportunities; * Monitor market trends and stay informed on developments in the economic landscape; Discipline to maintain frequent contact with clients both online and in person. * + **Note:** Employment is under the CLT regime (Consolidação das Leis do Trabalho). This position is part of a talent pool; therefore, feedback may take longer than for other XP openings! For additional opportunities, visit: XP Inc. Opportunities. **Benefits:** Health and Well-being: * Comprehensive health insurance plan with no co-payment (including coverage for dependents); * Dental insurance; * Wellhub (Gympass); * Zenklub; * Life insurance; * iFood Benefits (flexible VA and VR); * Transportation allowance; * New Value (benefits club); * Parental leave: six months for maternity and twenty days for paternity; * Childcare assistance. Financial Life * Exclusive investment funds; * Investment advisory services; * Annual-fee-free XP Visa Infinite card; * Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.). **Flexible In-Person Work Model** Our work model varies by function—fully in-person for certain business areas and more flexible for other teams. We follow a model with increased in-person presence while always prioritizing flexibility and autonomy, grounded in our entrepreneurial culture. At XP Inc., we value face-to-face interactions and believe the office serves as a tool to strengthen professional relationships.