Independent Wealth Management Advisor
IFB France
full-time
Posted on:
Location Type: Hybrid
Location: Marmande • France
Visit company websiteExplore more
Salary
💰 €35,000 - €120,000 per year
About the role
- Build and retain your client portfolio
- Provide wealth management solutions tailored to each investor's goals and risk tolerance
- Collaborate closely with the various stakeholders in the ecosystem
- Prospect, analyze, advise, retain clients, and deliver real solutions
Requirements
- A natural salesperson, you stand out through your personality, analytical skills, and persuasive ability
- Driven to perform, you have an entrepreneurial mindset
Benefits
- Benefit from a tailored onboarding and training program
- Start the role with prospect meetings already scheduled
- Access a 360° service offering (dedicated back-office and digital tools, exclusive financial and real estate products)
- Be supported by the group's momentum to engage, retain, and grow your client portfolio through national campaigns
- Enjoy attractive, uncapped compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
salespersonanalytical skillspersuasive abilityentrepreneurial mindset