Senior Financial Advisor

9 hours ago

Miami, Florida, United States XP Inc. Full time

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.


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.


Requirements:

  • Bachelor's degree or foreign equivalent in Finance, Economics; or a related field and five (5) years of progressively responsible experience in the job offered or related occupation: working with financial markets, investment strategies, and economic trends; liaising with clients including building new client relationships; selling financial products and services and marketing to potential clients; analyzing financial statements, investment portfolios, and market trends to make informed recommendations; identifying and solving clients' financial challenges; handling financial transactions and managing portfolios; negotiating terms and conditions with clients and financial institutions; and utilizing experience with financial regulations and compliance requirements.
  • Fluency in Portuguese required.
  • 10% travel required internationally.
  • FINRA Series 7 required.
  • Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. In the alternative the employer will accept a Master's degree in one of the above-listed fields and three (3) years of experience in the above-listed skills.

Please email resume to and indicate job code: VM103125WEB.


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.

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