Conseiller en gestion de patrimoine – indépendant

About the role

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

Key responsibilities

• Analyse clients' financial situations and propose tailored solutions covering savings, investments, real estate, tax optimisation, retirement and insurance.
• Develop and manage a portfolio of prospects and existing clients through proactive outreach and relationship building.
• Provide ongoing advice and support, ensuring compliance with regulatory standards.
• Utilise Gan Patrimoine’s digital tools (tablet, CRM) to streamline client management and reporting.

Required profile

• Entrepreneurial mindset with a strong desire to become a preferred wealth manager.
• Excellent communication and client‑service orientation.
• Ability to work independently while benefiting from a supportive network of advisors and managers.

Required skills

• CRM proficiency.

What we offer

• Independent status with full social protection (health, retirement, insurance).
• Comprehensive 5‑week training program led by experienced field trainers.
• Access to high‑performance tools and ongoing field support from a commercial inspector.
• Attractive, uncapped remuneration model.
• Financial assistance during the first 18 months to ensure a smooth start.