Wealth Management Advisor M/F

Liins, a wealth management firm, with over 105 advisors, 20 offices nationwide, a company that listens, dynamic, among the leaders in its market. For 20 years, Liins' advisor teams have been assisting our clients in managing and enhancing their wealth. We answer questions about savings, tax optimization, diversification, inheritance, and we offer real estate or financial investment solutions best suited to our clients' situations. Joining our teams at Liins means: - Integrating a group of passionate employees where human experience and success take center stage, - Being trained throughout your career within the firm with initial training adapted to your background. Then, we offer ongoing enabling training throughout your career. - Having qualified contacts and appointments monthly to rapidly develop your client base. - The possibility of evolving within our company and growing in skills. In the team of one of our branch managers, your missions within Liins will be: - The development, management, and retention of your client portfolio, as well as your commercial network. - Conducting tax and wealth audits for your clients. - Monitoring investments made, helping our clients with their tax returns, accompanying them daily in the success of their projects. - Responding to client requests to offer them optimal and tailor-made real estate and financial solutions according to their needs. To support our growth, our teams are strengthening and we are looking for two Wealth Management Advisors. Positions based in Limoges. Permanent contract (CDI) Salaried or independent status depending on profile. Minimum experience: 2 years Desired degree: Master's in Wealth Management / Law / Finance or significant experience Required skills: - Good financial, tax, and real estate knowledge.
- Commercial and interpersonal skills are important for success.
- Teamwork is an essential quality that we require from all our advisors. Benefits: - Close relationship with managers, - Human and caring team, - Profit sharing, Health insurance, Life insurance, Meal vouchers, - Annual and quarterly challenges