Wealth Management Sales Adviser

Job not on LinkedIn

🔥 38 minutes ago

🇫🇷 France – Remote

💵 €50k - €200k / year

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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Parangon Patrimoine

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2001

💸 Finance

🏠 Real Estate

Finance • Real Estate • Wealth Management

Parangon Patrimoine is a network of independent wealth management professionals that provides comprehensive services in investment, property management, and financial engineering. Since its establishment in 2001, the company has been recognized for its expertise in real estate and financial investments, guiding clients through various opportunities while ensuring a personalized approach to wealth accumulation. Parangon Patrimoine emphasizes independence and continuous training, enabling its team to support clients effectively and achieve ambitious personal financial goals.

📋 Description

• Prospect for clients and identify their needs • Prepare their personal financial and wealth assessment • Present and implement tailor-made solutions developed by our experts • Build lasting relationships with your clients • Support clients with tax reduction, wealth creation and growth, retirement planning, family protection, and the creation of additional income streams • Work independently and autonomously from a local office

🎯 Requirements

• This opportunity is not open to interns or work-study apprentices • Candidates must be located in the specified geographical area • Minimum of 5 years’ professional experience in sales • Experience serving individual clients is preferred • Demonstrated commitment to achieving success • Independent contractor / freelance status

🏖️ Benefits

• Two weeks of intensive initial training, supplemented by optional training throughout your career • Back-office support handling the legal, administrative, and regulatory aspects of your client files • Communication and marketing tools • A dedicated adviser who serves as your point of contact • Daily support to help develop your business • Home-based work, with regular meetings with your dedicated adviser and other advisers • Tailored training • No entry fees or royalties

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