WHOLE PEAR
2 - 10 employees
Founded 2019
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
WHOLE PEAR is an independent French wealth management and financial advisory firm (conseil en gestion de patrimoine) based in Sens that provides personalized retirement planning, tax optimization, investment selection (financial products and real estate), succession and protection strategies for individuals, business owners and liberal professionals. The firm emphasizes 360° patrimonial engineering, independent advice and long-term capital growth via solutions such as assurance-vie, PER, SCPI, immobilier locatif and protection/prévoyance, and holds relevant certifications and regulatory registrations (AMF, ORIAS, real estate transaction card).
Freelance Wealth Management Advisor
🔥 3 minutes ago
🗣️🇫🇷 French Required
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WHOLE PEAR
2 - 10 employees
Founded 2019
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
WHOLE PEAR is an independent French wealth management and financial advisory firm (conseil en gestion de patrimoine) based in Sens that provides personalized retirement planning, tax optimization, investment selection (financial products and real estate), succession and protection strategies for individuals, business owners and liberal professionals. The firm emphasizes 360° patrimonial engineering, independent advice and long-term capital growth via solutions such as assurance-vie, PER, SCPI, immobilier locatif and protection/prévoyance, and holds relevant certifications and regulatory registrations (AMF, ORIAS, real estate transaction card).
📋 Description
• Handle a portion of the 200 to 250 qualified leads generated each week • Conduct company-provided appointments to advise and guide prospects • Master and implement financial engineering solutions and client journeys • Work closely with CIF and IAS experts to maintain a high standard of quality
🎯 Requirements
• Independent commercial agent status • Growth mindset: coachable, eager to learn, and committed to continuous self-improvement • Honesty and accountability • Energy, approachability, and the ability to build trust by phone or video call • Results-oriented mindset and enthusiasm for challenges
🏖️ Benefits
• First-class onboarding: A two- to three-week onboarding program completed alongside a CIF and an IAS to master our tools • No cold prospecting: Appointments are provided • Freedom and flexibility: Work remotely while benefiting from ongoing structure and support
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