Freelance Wealth Management Advisor

WHOLE PEAR

. Handle a portion of the 200 to 250 qualified leads generated each week .

Posted 10/12/2026contractRemote • FranceMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing qualified leads and conducting client appointments while implementing financial engineering solutions. Exhibits a results-oriented mindset with a strong focus on building trust and maintaining high-quality standards in client interactions.

Highest-signal resume keywords

Independent Commercial Agent StatusFinancial Engineering SolutionsClient Journey ImplementationResults-Oriented MindsetTrust-Building Communication

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Growth MindsetCoachableHonestyAccountabilityEnergyApproachability

Industry Keywords

Qualified LeadsClient AppointmentsCIF ExpertsIAS Experts

About the role

Key responsibilities & impact

Handle a portion of the 200 to 250 qualified leads generated each week
Conduct company-provided appointments to advise and guide prospects
Master and implement financial engineering solutions and client journeys
Work closely with CIF and IAS experts to maintain a high standard of quality

Requirements

What you’ll need

Independent commercial agent status
Growth mindset: coachable, eager to learn, and committed to continuous self-improvement
Honesty and accountability
Energy, approachability, and the ability to build trust by phone or video call
Results-oriented mindset and enthusiasm for challenges

Benefits

Comp & perks

First-class onboarding: A two- to three-week onboarding program completed alongside a CIF and an IAS to master our tools
No cold prospecting: Appointments are provided
Freedom and flexibility: Work remotely while benefiting from ongoing structure and support