Advisor – Life Planning

Wilink Insurance

Advisor Life Planning managing securities portfolios for clients in Brussels and Brabant Wallon. Establishing trust and financial planning for optimal financial situations.

Posted 7/5/2026full-timeBrussel • 🇧🇪 BelgiumMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

You manage and develop your clients' securities portfolios on a daily basis
You build a trusting relationship and meet clients in person
You seize opportunities to achieve your commercial targets
You act as a financial planner for your clients
You implement a comprehensive plan to help them achieve their life goals
You assess the financial and wealth situation of our clients
You advise clients on a wide range of financial products and services
You serve as a bridge between your clients and other specialists
You stay up to date on tax and financial legislation

Requirements

What you’ll need

You hold the required licenses to advise clients on financial matters
You demonstrate a minimum of 3 years' commercial experience in financial advisory
You hold a bachelor's/master's degree with an economic, legal, or business orientation
You have strong listening skills and empathy
You show initiative, autonomy, method, and organizational skills
You have negotiation skills
You are primarily client-oriented
You are motivated by achieving results

Benefits

Comp & perks

A fixed salary and the possibility of earning sales bonuses
Attractive remuneration accompanied by extra-statutory benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ProductsWealth AssessmentTax LegislationFinancial PlanningSecurities Management

Soft Skills

Listening SkillsEmpathyNegotiation SkillsInitiativeOrganizational Skills

Certifications

Required Financial Licenses