AVP Wealth Advisor – Client‑Focused Financial Planning

About the role

This position offers an ambitious wealth management professional the chance to advance within a fast‑growing, technology‑enabled financial services firm in France. Working closely with a senior advisor, you will support and gradually own a portfolio of high‑net‑worth clients, delivering comprehensive financial planning and advisory services.

Key responsibilities

• Support and manage client relationships across retirement planning, tax strategy, investment management, equity compensation, real estate, and estate coordination.
• Assist a senior advisor while progressively taking full ownership of client relationships.
• Convert new client inquiries and leads into long‑term advisory relationships.
• Develop new business opportunities through referrals, networking, and community engagement.
• Leverage modern financial planning platforms to deliver tailored advice and superior client experiences.
• Contribute to the operational development and succession planning of the advisory practice.

Required profile

• Minimum 2 years of experience in financial planning, wealth management, or a related advisory role.
• Active Series 65 or Series 66 license.
• Strong understanding of core financial planning principles, including retirement, investment, and tax fundamentals.
• Client‑centric mindset with a focus on building trusted, long‑term relationships.
• Ability to thrive in a fast‑paced, entrepreneurial environment.
• Excellent organizational skills and independent pipeline management.

Required skills

• Familiarity with eMoney financial planning software.
• Familiarity with MoneyGuidePro financial planning software.

What we offer

• Competitive compensation structure with strong earning potential and high industry payouts.
• Access to high‑quality leads, scalable infrastructure, and reduced administrative burden to accelerate client‑book growth.
• Mentorship from senior advisors and a modern, digital‑enabled wealth management environment.