Investment Advisor

We are looking for an Investment Advisor to act strategically in customer relationships, offering financial solutions aligned with the objectives and profile of each investor.

At EQI, the start of a career is strongly focused on people development, with a structured educational model and intensive learning progression. This process is constantly evaluated, making it attractive to professionals in the initial phase or career transition, as well as to those already experienced who seek an institution that values education, results, and continuous evolution.

Initial Stage From day one, the professional acts as an Investment Advisor, integrated into an intense and educational training model.

• Onboarding Integration into EQI culture, tools, and technical and commercial fundamentals necessary for the role.
• Commercial Development Practical experience focused on prospecting, generating opportunities, and strengthening relationship skills.
• Consolidation of Role After the adaptation period and with the consolidation of expected results, the Advisor begins to receive EQI client portfolios and starts their full role, exercising EQI's advisory model with metrics and indicators that will accompany them throughout their career.
• Career Plan Development begins during training and progresses in a structured manner, with evaluations at each stage and growth opportunities to more senior positions.

What matters in our selection process?

• Cultural Fit;

• CPA-20 (CPA +CPROR), CEA (CPROI), or CFP certification (or interest in obtaining one);

• Knowledge about Investments (Equity, Fixed Income, Funds, among others);

• Commercial and relational profile;

• Full-time availability (100% in-person);

• Minimum of 6 months of professional experience in the Financial Market (Bank, Brokerage Firm, AAI, or Family Office).

Why choose EQI?

• Structured and differentiated career plan;
• Full support and day-to-day guidance from leadership;
• Structured feedback;
• Advanced systems and cutting-edge technologies;
• Proprietary professional development platforms (E-learning) with over 350 available trainings (technical and behavioral skills);
• Real possibility of Partnership.

Additional Information

Benefits:

Salary + Annual Performance Bonus

Meal/Food Voucher of R$ 1.918

Unimed Health Plan

Transportation Voucher

EQI employees have discounts with various partners in the EQI VC+ Program

Childcare Assistance

️Gympass

Process Stages:

• Stage: Registration
• Stage: Chat with Recruitment
• Stage: Chat with Manager
• Stage: Offer
• Stage: Hiring