Senior Investment Assessor

We are WePlan Investimentos, an XP-affiliated advisory firm, born with the objective of helping people achieve their dreams and build their legacies. Currently with headquarters in Florianópolis - Santa Catarina and branches in São Paulo, Minas Gerais, and Paraná.

About the vacancy:

We are looking for professionals with an active client base, a strong commercial profile, and an excellent network of relationships to act as a Financial Planner (Investment Advisor), focusing on serving high-net-worth and private clients.

Location of work:

Florianópolis – SC | Medianeira – PR | São Paulo – SP | Viçosa – MG

>> During registration, please indicate your preferred unit.

Note: Although the system displays Florianópolis as the job location, the selection process covers all the units listed above.

Working Hours: Business Hours - Flexible

What you will do:

• Develop and monitor personalized financial plans, aimed at helping clients achieve their short, medium, and long-term goals, through investment strategies aligned with their profile and needs;
• Maintain constant and proactive contact with clients, analyzing portfolio performance and making strategic adjustments when necessary;
• Build and maintain trusting relationships with clients, offering support and guidance in all financial decisions;
• Identify the risk profile and specific needs of each client;
• Present investment solutions suitable for individual profiles and objectives;
• Actively prospect new high-net-worth clients both inside and outside your network;
• Participate in and organize relationship events with current and future clients.

Requirements:

• Active client base (with a minimum of 1 year of relationship history)
• Active CVM registration (AAI-Ancord Certification) or scheduled exam with approval within 3 months
• Availability to work in person at one of our units
• Good commercial network of relationships
• Affinity with the commercial area and genuine interest in serving and prospecting clients;
• Ability to maintain good relationships
• Experience with high-net-worth clients.

It would be interesting if you had, but it is not mandatory:

• Knowledge of investment analysis and CRM tools.
• Financial market certifications: CFP, CEA;

What we offer:

• Fixed remuneration + cost of living allowance + commission + bonuses (no ceiling)
• Structured career plan
• Possibility of becoming a partner (Partnership - meritocracy model)
• Reimbursement of ANCORD exam fee (if approved on the first attempt)
• Ecosystem and tools for excellent service
• Sales and product training
• Well-located office and collaborative environment
• Internal referral program with bonuses (Indica WePlan)
• Wellhub: Access to a gym and wellness platform (extendable to dependents).
• Online Medical Assistance: Free virtual consultations with a general practitioner (extendable to dependents).
• Health Plan Agreement: Access to a corporate plan with dependent inclusion (monthly fees and co-payments fully covered by the employee).

WHAT THE PROCESS STAGES WILL BE:

Application for the vacancy

Chat with the Expansion team

Practical stage

Proposal

Chat with the Partners

Selection process feedback.

If you are already working in the financial market and want to expand your client portfolio in the investment area, with a solid structure to enhance your results, come join our team.