WEALTH ADVISOR (MIA) (H/F)

We are looking for a wealth advisor, regardless of whether you are a business developer, finance professional, or career changer. We would be delighted to discuss our professional opportunities with you.

Created in 2004, Capfinances, a subsidiary of the Premium Group, is a leading provider of life insurance and savings products in France, specializing in wealth management for over 20 years.

With a network of over 900 independent wealth managers and a national presence, Capfinances has achieved a two-digit growth rate in 2024.

Over the years, Capfinances has consolidated its strengths and expertise to provide high-quality, tailored solutions to all its clients on the following themes:

· Retirement preparation

· Succession

· Family protection

· Tax optimization

· Wealth valuation

· Borrower insurance

· Pre-retirement planning

--> Come and discover our network and profession during an immersion day!

The daily job:

· Create and develop a portfolio of wealth management clients

· Analyze clients' needs

· Prepare a wealth management report

· Recommend tailored solutions

. Accompany clients' projects

· Ensure client follow-up and evolution of wealth management solutions

· Fidelity and accompany clients throughout their investment life

Remuneration method:

The commission system varies depending on the solutions proposed to the client.

In the interest of confidentiality, we do not publicly disclose commission percentages.

We have a wide range of insurance products, each type of contract being associated with a remuneration*.

*The remuneration indicated in the job posting corresponds to the average commissions received by independent wealth managers between their first and fifth year of activity.

Type of employment: Full-time, Independent/Freelance

Remuneration: 39,500€ and 187,000€

Benefit:

• Work from home

• Hours:

• Flextime

• Daytime work

Why choose the Capfinances network?

· A free and certified initial training ORIAS IAS level II provided by a training organization within the Premium Group

· Ongoing training available

· A wide range of high-end wealth management solutions

· A recognized network of independent wealth managers across France

· Possible on-site accompaniment

· An entrepreneurial adventure

· Innovative digital tools at your disposal

Enjoy a salary commensurate with your work!

Commission at J+30!