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Financial Advisor @ XP Inc.

BrazilOnsiteFull Time
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About this role

Financial Advisor at XP Inc.. Location: Brazil. Role: establishing relationships, originating portfolios, advising clients Requirements: Consultative financial advisory to affluent clients; build long-term relationships; originate high-net-worth portfolios; financial planning expertise; English fluent; CPA-20 and CFA-related credentials advantageous. Category: Finance and Accounting Seniority: Mid Level Commitment: Full Time Workplace: Onsite Languages: Portuguese

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