
Associate, Financial Advisor
Há 6 dias
Sobre nós
A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, 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.
Com uma cultura marcante guiada por quatro valores -
Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta
- a XP Inc. está sempre em busca dos melhores talentos que tem ambição de fazer o impossível.
Sobre a Oportunidade
Join Our Dream at XP Investments Miami
At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We're on a mission to redefine financial markets and create exceptional client experiences — and we want YOU to be part of this journey
We're excited to announce an opening for an Associate, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results.
Position: Associate, Financial Advisor
Location: Miami
Department: Financial Markets – Broker-Dealer Firm
What You'll Do
- Manage and engage a portfolio of clients.
- Proactively reach out to clients to educate them about market opportunities
- Develop metrics and reporting tools to track client engagement and progress
- Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support
- Maintain compliance with regulatory requirements and keep accurate client records
What We're Looking For
- Valid Series 7 license
- Experience in financial markets, preferably within a broker-dealer environment
- Strong organizational, communication, and analytical skills
- Proactive, detail-oriented, and results-driven mindset
- Knowledge of financial products and investment strategies
- Experience with client onboarding and engagement processes
- Team player with strong collaboration skills
What We Offer
- Dynamic and growing financial services environment
- Supportive and collaborative culture
- Competitive compensation and benefits
- Opportunities for professional growth and development
Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition
Etapas do Processo
- Triagem inicial: Análise do currículo para verificar a adequação às qualificações e requisitos da vaga.
- Testes gerais: Avaliação do alinhamento cultural com o teste da Mindsight e teste de raciocínio lógico da Predictive Index.
- Vídeo entrevista: Uma oportunidade para nos conhecermos melhor e entender suas motivações e experiências.
- Entrevista com a equipe de Recrutamento: Discussão sobre as expectativas em relação à vaga e aos objetivos profissionais.
- Avaliação técnica: Entrevista focado nas habilidades específicas necessárias para a função.
- Entrevista com a liderança: Uma conversa para discutir sua visão e como você pode contribuir para a equipe e a empresa.
- Entrevista com colegas de trabalho: Interação com futuros pares para avaliar a sinergia e o trabalho em equipe.
- Entrevista focada em cultura: Exploração dos valores e princípios da empresa para garantir um bom encaixe cultural.
- Oferta: Apresentação da proposta de trabalho, incluindo detalhes sobre remuneração e benefícios.
Benefícios:
Saúde e Bem-estar
- Plano de saúde sem coparticipação (inclusive, para dependentes)
- 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
Vida Financeira
- Fundos de Investimentos Exclusivos
- Assessoria de Investimentos
- Cartão XP Visa Infinite sem anuidade
- Crédito (consignado, home equity, CCB Imobiliário, etc.)
Modelo de Trabalho Presencial Flexível
O nosso modelo de trabalho varia de acordo com a função, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes.
Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora.
Aqui na XP Inc., valorizamos as interações pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relações no trabalho.
-
Financial Advisor
3 semanas atrás
São Paulo, São Paulo, Brasil deVere Group London Tempo inteiroWe are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team.If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with...
-
Financial Advisor
3 semanas atrás
São Paulo, São Paulo, Brasil Hiring Arc Tempo inteiro**FINANCIAL ADVISOR**- $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis- MUST HAVE 7/66 (63/65) _- WE PROVIDE- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.-- Marketing strategies to reach...
-
Enrollment Advisor – Sales Associate
4 semanas atrás
São Paulo, São Paulo, Brasil Hult International Business School Tempo inteiroEnrollment Advisor / Associate Director Of Enrollment - Job Description Program: Undergraduate Level: Entry/AssociateLocation: Brazil, São PauloType: On site, Full Time Overview Join a community of doers who are passionate about changing the world of business education as it exists today. As an Enrollment Advisor/Associate Director of Enrollment, you...
-
Financial Planning Consultant
Há 3 dias
São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$90.000 - R$120.000 por anoCompany DescriptionAt Garavello Capital, we are committed to helping you navigate life's financial journey with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, we provide comprehensive solutions tailored to your unique needs.Role DescriptionThis is a full-time remote role for a Financial Advisor. The...
-
Associate Moody's Local Sub-sovereigns
3 semanas atrás
São Paulo, São Paulo, Brasil ZM Financial Systems Tempo inteiroImagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together.-- Moody's Investors Service is among the world's most respected and widely utilized sources for credit ratings and research. Our opinions...
-
Financial Advisor
4 semanas atrás
São Paulo, São Paulo, Brasil XP Tempo inteiroSobre nósNossa história começou em 2001, com um pequeno escritório de agentes autônomos de investimentos em Porto Alegre e hoje somos um grande ecossistema de serviços financeiros, mídia e educação.Chegamos até aqui com a dedicação de equipes talentosas que tiveram garra, determinação, resiliência e, acima de tudo, ambição de fazer o...
-
Financial Operations Associate
3 semanas atrás
São Paulo, São Paulo, Brasil Jeeves Tempo inteiroOverview Jeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves...
-
Financial Operations Associate
3 semanas atrás
São Paulo, São Paulo, Brasil Jeeves Tempo inteiroJeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000...
-
Financial Operations Associate
3 semanas atrás
São Paulo, São Paulo, Brasil Jeeves Tempo inteiroOverviewJeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves...
-
Financial Operations Associate
3 semanas atrás
São Paulo, São Paulo, Brasil Jeeves Tempo inteiroJeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000...