XP Investments US, LLC is seeking an Associate in Miami, FL to manage client portfolios & investment funds for investment firm. Proficiency with XP's Hub, Zoho CRM, Netx Investor, Factset, Inforeach, Ms Office. Knowledge of global financial markets, investment products, & wealth management strategies. Experience in building client portfolios across multiple asset classes, including fixed income, equities, structured notes, & alternative investments. FINRA Series 7 & Series 66.
Requirements: BS in Business, Finance, or closely related; 12 months experience in job offered, Financial Advisory, or Related.
Application Instructions: Submit resumes to [email protected]
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