ARQ
Fintech
InvestmentAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Investment Advisor at ARQ. Skills: Investment advisory, Client relationship management, Portfolio construction. Source advisory clients. Onboard advisory clients”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
3+ years investment advisory, 3+ years private banking, 3+ years wealth management, 3+ years multi-family office, Fluent English, Proven ability to source clients, Proven ability to convert clients, Analytical skills, Comfort building portfolios, ANBIMA CPA-20 certification, CVM-registered as AAI
Nice to Have
ANBIMA CEA certification
What You'll Do.
Source advisory clients
Onboard advisory clients
Build personalized portfolios
Manage personalized portfolios
Own client relationship lifecycle
Manage client discovery
Manage client onboarding
Manage client retention
Bring client insights to product
Define advisor standards
Define advisor processes
Define advisor tooling
How You'll Work.
Team & Collaboration
Work with founders; Work with senior leaders
Full 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. Why join us - Sign-on stock options bonus, so you become part of the success of the company - Discretionary performance bonus (stock options) - Latest technology to work
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