Analyst, Financial Advisor | Private Banking (XP Miami)

Xpinc

Miami (São Paulo) permanent

Posted: December 9, 2025

Job Description

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.

🚀 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!

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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