Conseiller en gestion de patrimoine (H/F) – Indépendant

About the role

Gan Patrimoine, a subsidiary of Groupama, is looking for an independent Wealth Management Advisor to join its network in La Rochelle. You will act as an entrepreneur, offering premium, personalized financial solutions to private individuals, professionals and business owners.

Key responsibilities

• Provide tailored advice on life insurance, pension, savings, real‑estate and tax‑optimization solutions.
• Develop and manage a client portfolio, ensuring long‑term relationships and satisfaction.
• Utilize Gan Patrimoine’s digital tools (tablet, CRM, support services) to streamline daily activities.
• Collaborate with the commercial inspector and the broader team of advisors for continuous improvement.

Required profile

• Entrepreneurial mindset with a desire to work independently.
• Strong commitment to client service and ethical standards.
• Willingness to undergo a 5‑week intensive training program.

Required skills

• Proficiency with CRM systems.

What we offer

• Independent status with full social protection (health, pension, disability).
• Attractive, uncapped remuneration based on performance.
• Financial support during the first 18 months to help you start confidently.
• Access to high‑quality training and ongoing field support.