Senior Financial Advisor

Xp International•Miami, FL

14d•Remote

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