**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 R$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 a strong commercial profile who are pursuing a career transition and wish to work as investment advisors. At XP Inc., you’ll 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 below to begin the XP Future program!** Learn more about our day-to-day life on Instagram and LinkedIn. Check our reviews on Glassdoor. **What We’re Looking For** -------------------- **Prerequisites:** * Completed undergraduate degree; * Commercial and relational profile; * Sales experience (preferred: prospecting new business); * Interest in the investment market; * Basic knowledge of financial products (Fixed Income, Equities, Funds, etc.); * Experience in other sectors (payment methods, acquiring, beverages, fintechs, etc.); * Not currently an Investment Advisor or Autonomous Agent (AAI). **Preferred Qualifications:** * Knowledge of financial products (Fixed Income, Equities, Funds, etc.); * 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 Rafael Toro Academy) **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 financial goals; * Analyze external asset allocations, prepare exclusive comparative studies, and identify opportunities; * Monitor market trends and stay continually informed about developments in the economic landscape; Discipline to maintain frequent contact with clients both online and in person. * + **Note:** Employment is under CLT (Consolidated Labor Laws) terms. 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 without 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: 6 months maternity leave and 20 days paternity leave * Childcare assistance Financial Life * Exclusive investment funds * Investment advisory services * XP Visa Infinite credit card with no annual fee * Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.) **Flexible In-Person Work Model** Our work model varies by role, ranging from fully in-person for business-facing teams to more flexible arrangements for other teams. We follow a model with higher in-person frequency, always guided by flexibility and autonomy, consistent with the responsibility embedded in our entrepreneurial culture. At XP Inc., we value face-to-face interactions and believe office space serves as a tool to strengthen professional relationships.