Investment Advisor – Brazil
About the role
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