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.
AP
Hybrid Independent Representative – High-Level Wealth Advisory
Posted last month
About the role
- Independent Consultant at AP Experts en Patrimoine delivering custom wealth management strategies. Focused on clients' financial goals and regulatory compliance in a structured, autonomous setting.
Responsibilities
- Conduct a thorough audit of the client’s wealth situation and identify their key objectives (taxation, family, financial).
- Develop and present a tailored, clear and well‑argued wealth strategy that mobilizes multiple levers: real estate, insurance, investments, wealth transfer.
- Oversee the implementation of solutions with rigor and provide ongoing support to the client.
- Adhere to the firm’s standards: compliance, ethics, quality of deliverables, responsiveness (<48h).
- Manage your activity entirely 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, SCPI, rental real estate, wealth transfer).
- Ability to manage operations autonomously, without top-down management.
- Commercial and/or technical drive, with a genuine advisory posture.
- Excellent rigor, responsiveness (<48h) and clear communication.
- Integrity and intellectual honesty in client relationships.
- Independent status required (self-employed auto-entrepreneur or company).
Benefits
- 100% independent status — no fixed salary, 100% commission.
- Access to the firm’s full set of authorizations/accreditations (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 via a middle manager.
- Qualified leads provided in addition to your own prospecting.
- Offices available in Bordeaux; regular team-building events.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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