Wealth Management Sales Advisor

Job not on LinkedIn

đŸ”„ 38 minutes ago

đŸ‡«đŸ‡· France – Remote

đŸ’” €50k - €200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

đŸ€‘ Sales

đŸ—ŁïžđŸ‡«đŸ‡· French Required

Where this job comes from

Posted on Parangon Patrimoine's careers page, not through a job board

First seen by Remote Rocketship 38 minutes ago

Still open on Parangon Patrimoine's site. Checked 27 minutes ago.

Logo of Parangon Patrimoine

Parangon Patrimoine

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

‱ Advise clients on reducing their tax burden, creating and growing their wealth, preparing for retirement, protecting their families, and generating additional income ‱ Prospect for clients and identify their needs ‱ Prepare clients’ wealth assessments ‱ Present and implement tailor-made solutions developed by our experts ‱ Build long-term relationships with clients ‱ Work independently and autonomously from a local office ‱ Grow your business with the support of the back-office team, your designated advisor, and professional teams

🎯 Requirements

‱ At least 5 years of professional experience in sales ‱ Ideally, experience working with individual clients ‱ Demonstrated commitment and drive to succeed ‱ Must be based in the specified geographic area ‱ This opportunity is not open to interns or work-study students ‱ Independent contractor / freelance status

đŸ–ïž Benefits

‱ Two weeks of initial training, complemented by optional training throughout your career ‱ Back-office services handling the legal, administrative, and regulatory aspects of your client files ‱ Communication and marketing tools ‱ A designated advisor ‱ Daily support to help grow your business ‱ Home office ‱ Regular meetings with your designated advisor and other advisors ‱ Tailor-made training ‱ No entry fees or royalties

Apply Now

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