Description
UFF is hiring a Wealth Management Advisor in the Vesoul / Besançon area to prospect, manage, and develop a profitable portfolio of individual clients, self-employed professionals, merchants, and small legal entities. The role involves updating client files, conducting economic, civil, tax, and estate-planning analyses, advising on wealth-management strategies, proposing tailored solutions, and meeting commercial targets under the supervision of a Wealth Manager. Candidates need at least one year of wealth-management advisory experience, including six months selling financial products, a Bac+3 to Bac+5 education, required financial authorizations and certifications, and a Class B driving license. The position offers a fixed salary of €27,000 to €60,000 plus an uncapped variable bonus, teleworking, training, and employee benefits.
