Wealth Management Advisor, Independent

Role Overview

• Develop and grow your client portfolio
• Provide wealth planning solutions that meet each investor’s objectives and risk tolerance
• Work in close collaboration with various stakeholders across the ecosystem
• Prospect, analyze, advise, retain clients, and deliver concrete solutions

Requirements

• Experience in wealth management
• Sales skills
• Analytical skills
• Strong persuasive abilities
• Entrepreneurial mindset

Benefits

• Benefit from a tailored onboarding and training program
• Access a 360° service offering (back-office and dedicated digital tools, exclusive financial and real estate products)
• Be supported by the group’s resources and momentum to engage, retain and expand your client base through national campaigns
• Enjoy attractive, uncapped compensation