Conseiller Agronome at inTERREactions promoting innovative practices for sustainable agriculture. Supporting farmers in performance and sustainable management in Aube and Haute - Marne.
AP
Hybrid Independent Representative – High-Level Wealth Advisor
Posted 2 months 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
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