Advisor / Future Manager, Wealth Creation and Growth

Maestria Conseil

Financial Advisor and future Manager for Wealth Creation and Growth at Maestria Conseil, supporting clients in achieving their financial and asset goals.

Posted 7/17/2026contractReims • 🇫🇷 FranceMid-LevelSenior💰 €30,000 - €150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates the ability to build and manage a client portfolio while developing tailored wealth strategies. Strong communication and relationship-building skills are essential for optimizing client solutions and achieving financial objectives.

Highest-signal resume keywords

Client Portfolio ManagementWealth Strategy DevelopmentInvestment Solutions ImplementationFinancial Product KnowledgeStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Relationship BuildingIndependent WorkTeam Collaboration

Industry Keywords

Investment AdvisoryFinancial ProductsReal Estate ProductsClient RetentionFinancial Objectives

About the role

Key responsibilities & impact

Build and grow your client portfolio with the firm’s guidance and support
Meet with clients to discuss their financial, tax and wealth objectives
Analyze clients’ needs and constraints in order to develop appropriate wealth strategies
Select and implement investment solutions
Monitor, support and retain clients while optimizing solutions

Requirements

What you’ll need

With or without experience in investment advisory (we provide full training, support and coaching)
You enjoy financial and real estate products
Excellent communication skills and the ability to build strong client relationships
Ability to work independently and as part of a team
Effectively manage and develop your client portfolio and source future clients

Benefits

Comp & perks

Independent firm since 2001 and partner of leading premium groups in their field
Full training, support and coaching
Our experience and expertise to guide you
Close, attentive, adaptable and supportive approach to help you succeed
Attractive performance-based compensation