Financial Consultant

🔥 23 minutes ago

🇫🇷 France – Remote

💵 €24k - €100k / year

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Guillaume Cavarec Patrimoine

WebsiteLinkedInAll Job Openings

1 - 1 employees

Founded 2020

💸 Finance

💼 Consulting

Finance • Consulting

Guillaume Cavarec Patrimoine is a French wealth-management and financial-advisory practice focused on helping individuals organise and strategise their patrimonial assets. The website structure (sections such as Le Cabinet, Mon accompagnement, Les Solutions) and the tagline about organising and following a strategy suggest personalised financial planning, asset/wealth management and client accompaniment services for private clients.

📋 Description

• Assess clients’ life goals and financial resources • Generate new business and prospective clients • Develop financial strategies and implement them once the required authorizations have been obtained • Advise clients on achieving their goals by maximizing the value of their work and assets • Build and grow the business according to a fair and equitable model • Support recruited individuals in launching and developing their activities through mentoring

🎯 Requirements

• Ready to genuinely build a business with ambition • Highly driven and hungry for success • Resilient and patient • Quick-thinking and fast learners • Humble and open to learning • A master’s degree or equivalent is an advantage during recruitment • Education in finance, banking and insurance (NSF 313), law (NSF 128), economics (NSF 122), or accounting and management (NSF 314) is an advantage • AMF examination certification is a plus • Candidates based in Brittany are particularly welcome • Required authorizations must be obtained before implementing the strategy

🏖️ Benefits

• Trial period to discover the profession while supplementing your income, with no commitment required • Development of a financial and training transition plan • Full-time regulated advisory work with no income ceiling • Mentoring support to help launch and develop your activity • Training and support to help others build their own businesses

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