Freelance Wealth Management Advisor

🔥 13 minutes ago

🇫🇷 France – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

✨ Advisor

👻 Ghost score 15%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

WHOLE PEAR

WebsiteLinkedInAll Job Openings

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 customer journeys • Work closely with CIF and IAS experts to ensure a high standard of quality

🎯 Requirements

• Independent commercial agent status • Be coachable, eager to learn, and committed to continuous self-improvement • Honesty and accountability • Keep your promises, take responsibility for mistakes, and seek solutions • Be positive and warm, with the ability to build an immediate relationship of trust by phone or video call • Strong results orientation and a passion for challenges

🏖️ Benefits

• A two- to three-week onboarding program conducted alongside a CIF and an IAS to master our tools • Appointments provided, with no cold calling • Remote work • Ongoing structure and support