Investment Advisor Hunter

2 semanas atrás

São Paulo, São Paulo, Brasil FTR Invest Tempo inteiro

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A FTR INVEST é um escritório de investimentos associado à XP e faz parte do nosso grupo FuturoCorp, formado por seis empresas que nasceram com o propósito de elevar o padrão de qualidade no planejamento financeiro no Brasil.

Nossos assessores atuam lado a lado com os planejadores da Futuro Consultoria, oferecendo soluções de investimento personalizadas e consistentes, baseadas em uma metodologia exclusiva desenvolvida pela empresa. Acreditamos que o planejamento financeiro é o alicerce da realização de sonhos, e que os investimentos são os aceleradores dessa jornada.

Estamos em busca de profissionais experientes no mercado financeiro, com histórico comprovado em assessoria de investimentos, private banking ou consultoria financeira, que queiram escalar seus resultados com apoio estratégico, estrutura robusta e um modelo de negócio de alta rentabilidade.

RESPONSABILIDADES:

  • Atender, ampliar e gerir carteira própria de clientes;
  • Atuar com foco em alta renda e perfil consultivo de relacionamento;
  • Participar de mentorias e comitês estratégicos da empresa;
  • Representar a marca FTR em eventos, indicações e networking qualificado;

REQUISITOS:
  • Certificação Ancord ativa;
  • Experiência consolidada como Assessor de Investimentos, Private Banker, Gerente de Alta Renda ou posições correlatas;
  • Carteira ativa de clientes (ou histórico de relacionamento com perfil investidor);
  • Perfil empreendedor, com visão estratégica e foco em performance;
  • Interesse em crescimento com protagonismo e visão de longo prazo.

O que oferecemos:
  • Infraestrutura completa de backoffice, compliance e suporte operacional;
  • Time de planejamento integrado ao comercial (diferencial competitivo);
  • Possibilidade de sociedade e equity com base em performance;
  • Suporte institucional da XP, com acesso a linhas exclusivas de produtos e eventos;
  • Material de marketing, ferramentas comerciais e apoio de growth interno;
  • Autonomia para desenvolver sua base com modelo de gestão flexível.

Modelo de negócio:
  • Jornada: Flexível com foco em performance;
  • Formato: Híbrido ou Home Office (estrutura disponível em SP e Florianópolis);
  • Contratação: PJ com possibilidade de sociedade no médio/longo prazo.
Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance
  • IndustriesInvestment Management

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