**About Us** XP Inc. is one of Brazil’s largest independent financial institutions, owner of brands including 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 wish to join a high-performance team? Meet **XP Future**, a program designed for professionals with a strong commercial background who are pursuing a career transition into investment advisory roles. 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 development 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 aim to transition into the financial market, review the prerequisites to join XP Future below!** Learn more about our daily 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 (advantage: 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). **Advantages:** * Knowledge of financial products (fixed income, equities, funds, and others); * CPA-20 or CEA certification (if the selected candidate does not yet 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 in managing their wealth; * Design 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 client contact both online and in person. * + **Note:** Employment is under CLT (Consolidated Labor Laws) regime. This position is part of a talent pool; therefore, response time may be 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 plan; * 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 allowance. 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 — fully in-person for certain business areas and more flexible for other teams. We follow a model emphasizing higher in-person frequency, while always guided by flexibility, autonomy, and the responsibility inherent in our entrepreneurial culture. At XP Inc., we value personal interactions and believe the office serves as a tool to strengthen professional relationships.