About the job
Humanis Partners, a comprehensive consulting and support firm, is seeking a Wealth Management Advisor H/F to join our client's team.
Our client, a subsidiary of an insurance group, specializes in tax optimization, estate planning, wealth valuation, family protection, and retirement preparation.
This commercial structure fosters close relationships with clients and offers considerable autonomy for its advisors.
Your Role:
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, cultivating a strong relationship with them.
We offer a genuine activity development project that includes:
- The opportunity to operate as a true wealth management expert, presenting a wide range of products including retirement plans, life insurance, contingency plans, and real estate tax optimization,
- A partnership status that grants you significant autonomy in your commercial actions and daily business management,
- Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to excel in your advisory role,
- Pursuit of excellence through thorough support towards professional expertise.

