Independent Wealth Advisor — High-Level Wealth Advisory
AP Experts En Patrimoine
contract
Posted on:
Location Type: Hybrid
Location: Blanquefort • France
Visit company websiteExplore more
About the role
- Conduct an in-depth audit of the client's wealth situation and identify their key objectives (tax, family, financial).
- Develop and present a tailored, 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 support to the client.
- Adhere to firm standards: compliance, ethics, quality of deliverables, responsiveness (<48 hours).
- Manage your activity entirely 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 — retirement savings plan, SCPI — real estate investment companies, rental property, succession planning).
- Ability to run a business autonomously, without top-down management.
- Sales-oriented and/or technically minded, with a genuine advisory approach.
- Excellent attention to detail, responsiveness (<48 hours), and clear communication.
- Integrity and intellectual honesty in client relationships.
- Independent status required (self-employed/sole proprietor or company).
Benefits
- 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementreal estateinsurancebankingtaxationlife insuranceretirement savings planreal estate investment companiesrental propertysuccession planning
Soft Skills
attention to detailresponsivenessclear communicationintegrityintellectual honestyautonomous worksales-orientedadvisory approach