Investment Advisor – Brazil

São Paulo remote Until 8/22/2026 3+ years exp First posted June 10, 2026 Last posted June 10, 2026
Job description

About Us

We're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale.

Who we're looking for

This is ARQ's first dedicated Investment Advisor in Brazil. You'll build our advisory function from the ground up – sourcing clients, constructing portfolios, owning relationships, and writing the playbook every advisor we hire after you will follow. You'll sit inside the Wealth team, work directly with the founders, and own a book of business from day one.

What you'll do

  • Source and onboard advisory clients, drawing from ARQ's existing user base and from your own network and outbound efforts

  • Build and manage personalized portfolios across the products ARQ offers

  • Own the full client relationship lifecycle: discovery, onboarding, review, and retention

  • Bring insights from clients back to product to shape what ARQ builds next

  • Define what "an ARQ advisor" looks like – your standards, processes, and tooling become the template for every advisor we hire after you.

What you'll need to succeed

  • 3+ years in investment advisory, private banking, wealth management, or a multi-family office in Brazil

  • Fluent English – you'll work day-to-day with a team that operates across markets

  • Proven ability to source and convert clients on your own

  • Strong analytical skills and comfort building portfolios across multiple asset classes.

  • ANBIMA certifications (CPA-20 minimum, CEA preferred) and/or CVM-registered as AAI

  • The mindset of an owner: hungry, entrepreneurial, comfortable with ambiguity, and ready to build a business inside a business.

Benefits

  • Competitive salary and benefits

  • Stock options, so you own part of what you build

  • Discretionary performance bonus

  • The latest tools and technology

  • A world-class team that will challenge and grow your skills

  • The opportunity to help build the best fintech app in Latin America

  • Office Policy: 3-4 days a week in-office

About this role

Summary

Build portfolios and client relationships in a fast-growing fintech in Brazil

Job title

Investment Advisor – Brazil

Experience level

3+ years

Minimum experience

3+ years exp

Industry

fintech

Location requirements

São Paulo; remote work not explicitly allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

investment advisoryprivate bankingwealth managementclient sourcingportfolios

Preferred skills

ANBIMA CPA-20CVR-registered AAI,

Specializations

investment advisoryportfolio constructionclient relationship management
Locations

Structured locations inferred from the posting.

São Paulo, State of São Paulo, Brazil

On-site City