AP Experts En Patrimoine

Independent Representative – High-Level Wealth Advisor

AP Experts En Patrimoine

contract

Posted on:

Location Type: Hybrid

Location: Blanquefort • 🇫🇷 France

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Job Level

Mid-LevelSenior

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
wealth managementreal estateinsurancebankingtaxationlife insurancepension savings planreal estate investment vehiclerental propertysuccession planning
Soft skills
autonomous managementcommercial aptitudetechnical aptitudeadvisory stancerigorresponsivenessclear communicationintegrityintellectual honesty