Senior Financial Advisor

About XP Inc.

XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, Info Money, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R $ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. XP Investments US, LLC seeks Senior Financial Advisor in Miami, FL, to manage a portfolio of clients from Brazil and in the US that have investments throughout the world and need assistance in making Investments decisions that best fit their goals and objectives.

Location:

Miami, FL (XP Investments US, LLC). Manage a portfolio of clients from Brazil and the US that have investments worldwide and need assistance in making investment decisions that best fit their goals and objectives.

• Build new client relationships; sell financial products and services; market to potential clients.
• Analyze financial statements, investment portfolios and market trends to make informed recommendations; identify and solve clients’ financial challenges.
• Handle financial transactions and manage portfolios; negotiate terms and conditions with clients and financial institutions.

• Bachelor’s degree or foreign equivalent in Finance, Economics or related field and five (5) years of progressively responsible experience in the job offered or related occupation.
• Fluency in Portuguese required.
• 10% international travel required.
• FINRA Series 7 required.
• Telecommuting or working from home may be permissible; when not telecommuting must report to work site. Alternatively a Master’s degree in one of the above fields and three (3) years of experience in the above skills is acceptable.

• Plano de saúde sem coparticipação (inclusive, para dependent es)
• Plano odontológico
• Wellhub (Gympass)
• Zenklub
• Seguro de Vida
• iFood Benefícios (VA e VR flexível)
• Vale Transporte
• New Value (clube de benefícios)
• Licença parental: maternidade de 6 meses e paternidade de 20 dias.
• Auxílio Creche

Our work model varies by role; typically more in-office but flexible and autonomous. We value personal interactions and believe the office is a tool to enhance our work relationships.