Senior Financial Advisor

Xp InternationalMiami, FL
14dRemote

About The Position

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
  • 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.

Responsibilities

  • 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

Benefits

  • 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
  • Fundos de Investimentos Exclusivos
  • Assessoria de Investimentos
  • Cartão XP Visa Infinite sem anuidade
  • Crédito (consignado, home equity, CCB Imobiliário, etc.)
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