Real Estate Agent/Consultant acquiring and selling residential properties in Salento. Join Engel & Völkers, a leading global Real Estate company with exceptional growth potential.
AP
Hybrid Independent Wealth Advisor — High-Level Wealth Advisory
Posted last month
About the role
- Independent Wealth Advisor at AP Experts in Patrimoine managing client portfolios and providing tailored financial advice. Autonomy in the role with a focus on excellence in service delivery.
Responsibilities
- Conduct an in-depth audit of the client's wealth situation and identify their key objectives (tax, family, financial).
- Develop and present a tailored, 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 support to the client.
- Adhere to firm standards: compliance, ethics, quality of deliverables, responsiveness (<48 hours).
- 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 — retirement savings plan, SCPI — real estate investment companies, rental property, succession planning).
- Ability to run a business autonomously, without top-down management.
- Sales-oriented and/or technically minded, with a genuine advisory approach.
- Excellent attention to detail, responsiveness (<48 hours), and clear communication.
- Integrity and intellectual honesty in client relationships.
- Independent status required (self-employed/sole proprietor or company).
Benefits
- 100% independent status: no base salary, fully commission-based.
- Access to the firm’s full authorizations/certifications (carte T — real estate license, CIF — investment advisor certification, brokerage, etc.).
- Structured video training library for clear, progressive onboarding.
- Personalized sub-codes to operate independently.
- Direct support from the founder, not via a middle manager.
- Qualified leads provided, in addition to your own prospecting.
- Offices 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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