Wealth Advisor – Manager, Wealth Creation & Growth
France
Contract
2 hours ago
$30,000 - $150,000 EUR
No H1B
Key skills
Communication
About this role
Role Overview
- Build and grow your client portfolio with guidance and support from the firm
- Meet with clients to discuss their financial, tax, and wealth objectives
- Analyze clients' needs and constraints to develop tailored wealth strategies
- Select and implement investment solutions
- Monitor, support, retain clients and optimize solutions
Requirements
- With or without experience in investment advisory (we provide comprehensive training, support, and coaching)
- You have an interest in financial and real estate products
- Excellent communication skills and the ability to build strong client relationships
- Ability to work independently and as part of a team
- Effectively manage and develop your client portfolio and source new clients
Benefits
- Independent firm since 2001 and partner of leading premium groups in their fields
- Comprehensive training, support, and coaching
- Our experience and expertise to guide you
- A close, attentive, adaptable, and supportive environment to help you succeed
- Attractive, performance-based compensation