Financial Aid Counselor assisting students with financial aid queries at WGU. Supporting financial planning, federal aid programs, and maintaining accurate records while providing exceptional customer service.
AP
Hybrid Independent Representative – High-Level Wealth Advisor
Posted 2 weeks ago
About the role
- Independent Wealth Advisor at AP Experts providing tailored wealth strategies. Focus on rigorous client audits, ethical compliance, and personal autonomy in portfolio management.
Responsibilities
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Compassionate Clinical Counsellor providing trauma - informed care for 2SLGBTQIA+ youth and families. Collaborating within a multidisciplinary team to deliver holistic mental health support.
Conseiller commercial au sein du Groupe Maurin, distribuant des véhicules d'occasion avec un portefeuille client à développer. Participation active à la vente et à l'optimisation des stocks dans un environnement dynamique.
Consultant in hearing solutions visiting clients and providing personalized advice. Requires medical training with opportunities for development in a supportive team environment.
Data Engineering Consultant managing data quality and governance in large - scale projects. Supporting production environments and maintaining data models for GFT's digital transformation initiatives.
Regional Business Coach conducting business rounds and individual coaching. Work independently with flexible hours and contribute to client success in Duisburg, Germany.
Personal Financial Counselor providing financial counseling and management services to military members. Responsibilities include coverage in surge situations and leading financial management workshops for families.
Advisor for high - net - worth private clients at VerbundVolksbank OWL. Providing comprehensive financial consulting and personalized investment strategies for wealthy individuals and businesses.
Expert Huiles Essentielles at Aroma - Zone store in Lille, advising on essential oils and cosmetics. Ensuring customer satisfaction and managing product displays in the store.
Expert Nutritionist at Aroma - Zone advising customers on dietary supplements in Paris. Responsible for maintaining product displays and customer satisfaction in the boutique.