AP Experts En Patrimoine

Independent Representative – High-Level Wealth Advisor

AP Experts En Patrimoine

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Location Type: Hybrid

Location: Blanquefort • France

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About the role

  • Conduct an in-depth audit of the client's wealth situation and identify their key objectives (tax, family, economic).
  • Develop and present a bespoke, clear, and well-supported wealth strategy leveraging multiple levers: real estate, insurance, investments, succession planning.
  • Oversee the implementation of solutions with rigor and provide ongoing client support.
  • Adhere to firm standards: compliance, ethics, high-quality deliverables, responsiveness (<48 hours).
  • Manage your activity completely autonomously, within a structured framework, without subordination.

Requirements

  • Experience in at least one of the following areas: wealth management, real estate, insurance, or banking.
  • Knowledge of wealth products (taxation, life insurance, PER [pension savings plan], SCPI [real estate investment vehicle], rental property, succession/transfers).
  • Ability to manage a business autonomously, without hierarchical management.
  • Commercial and/or technical aptitude, with a genuine advisory stance.
  • Excellent rigor, responsiveness (<48 hours), and clear communication.
  • Integrity and intellectual honesty in client relationships.
  • Independent status required (self-employed/sole trader or company).
Benefits
  • 100% independent status — no base salary, 100% commission.
  • Access to the firm's full authorizations (carte T, CIF, brokerage, etc.).
  • Structured video training library for clear, progressive onboarding.
  • Personalized sub-codes to operate with full autonomy.
  • Direct support from the founder, not through a middle manager.
  • Qualified leads provided, in addition to your own prospecting.
  • Office space available in Bordeaux and regular team-building events.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementreal estateinsurancebankingtaxationlife insurancepension savings planreal estate investment vehiclerental propertysuccession planning
Soft Skills
autonomous managementcommercial aptitudetechnical aptitudeadvisory stancerigorresponsivenessclear communicationintegrityintellectual honesty