Analyst, Financial Advisor | Private Banking (XP Miami)

Analyst, Financial Advisor | Private Banking (XP Miami)

A XP Inc. is one of the largest independent financial institutions in Brazil, owner of the brands XP, Rico, Clear, XP Educao, InfoMoney, among others. With over 4.6 million active clients and a value of more than R$1.1 trillion in assets under custody, for 24 years it has been transforming the financial market to improve people's lives.

With a distinctive culture guided by four values - Big Dreams, Entrepreneurial Spirit, Focus on the Client, and Open Mind - XP Inc. is always looking for the best talents who have the ambition to make the impossible happen.

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 Analyst, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results.

Position : Analyst, 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

Must be a U.S. citizen or Green Card holder to qualify for this position

Fluency in both Portuguese and English (written and spoken)

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!