WEALTH ADVISOR (MIA) (H/F)

We are delighted to exchange with you about our professional opportunities, whether you are a business developer, finance expert or looking for a career change.

Created in 2004, Capfinances, a subsidiary of the Premium Group, is specialized in wealth management for over 20 years.

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

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

· Retirement preparation

· Succession

· Family protection

· Tax optimization

· Wealth valuation

· Mortgage insurance

· Pre-retirement planning

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

Daily tasks:

· Create and develop a portfolio of wealth management clients

· Analyze client needs

· Draw up a wealth balance sheet

· Recommend tailored solutions

. Accompany client 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.

We do not publicly disclose commission percentages for confidentiality reasons.

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

*The remuneration indicated in the ad 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€

Advantage:

• Work from home

• Hours:

• Flextime

• Day work

Why choose the Capfinances network?

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

· 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

Benefit from a revenue commensurate with your work!

Commission at J+30!