Capfinances

About the Company

QUI SOMMES-NOUS ? Le Groupe Capfinances est le 1er courtier indépendant en France, spécialisé dans la gestion de patrimoine, l’assurance-vie, l’épargne, la retraite, l’immobilier, la prévoyance et l’assurance emprunteur au service des particuliers et des professionnels. Créée en 2004, Capfinances est un acteur majeur de la gestion de patrimoine en France: LABEL EXCELLENCE décerné au produit « Perfutura Premium » en 2024 (Les Dossiers de l’Épargne) Top 10 des 100 meilleurs courtiers français en 2023 (La Tribune de l’Assurance) 1er du Top 10 Vie-Épargne en 2020 et 2025 (La Tribune de l’Assurance) 6e du Top 10 des courtiers spécialistes en 2020 (L’Argus de l’Assurance) La société affiche depuis plus de 20 ans des résultats très positifs : • + de 63 000 clients dans toute la France ; • Une croissance du Chiffre d’affaires de +28 % en 2024. L'ASSURANCE D'UN AVENIR Que vous soyez particulier, salarié, indépendant ou retraité, le Groupe Capfinances répond à l’ensemble de vos besoins patrimoniaux : Transmission de patrimoine Préparation à la retraite Protection de la famille Enrichissement personnel Défiscalisation Immobilier Crédit immobilier Assurance de prêts Prévoyance NOS CENTRES D'AFFAIRES Présent à l’échelle nationale, Capfinances dispose de 19 centres d’affaires : Amiens Angers Besançon Biarritz Bordeaux Brest Caen Dijon Lille La Rochelle Lorient Montpellier Nantes Nice Niort Rennes Rouen Tours Toulouse Plus de 890 Mandataires d'Intermédiaire en Assurance indépendants accompagnent nos clients au quotidien dans toute la France. Chez Capfinances, l’humain et l’expertise sont au cœur de notre démarche, pour bâtir ensemble un avenir financier solide.

Listed Jobs

Company Name

Capfinances

Job Title

Conseiller Patrimonial (MIA) H/F

Job Description

Job Title: Wealth Management Advisor (ORIAS II) Role Summary: Independent wealth manager responsible for building and maintaining a portfolio of high-net-worth clients. Provides comprehensive financial planning—including retirement, succession, family protection, taxation, personal enrichment, and real‑estate investment—while delivering tailored solutions under the ORIAS II framework. Expectations: - Grow and manage a personal client base of at least 30–50 qualified relationships. - Achieve predetermined sales and client‑retention targets within the specified commission structure. - Demonstrate proactive prospecting, network expansion, and partnership development. - Maintain strict compliance with regulatory obligations and ORIAS standards. Key Responsibilities: - Prospect and acquire new clients through referrals, events, and targeted outreach. - Conduct detailed needs analyses and produce comprehensive wealth assessment reports. - Recommend suitable financial products (insurance, investment, tax‑efficient solutions) that align with clients’ long‑term objectives. - Monitor and review client strategies regularly, adjusting recommendations as circumstances evolve. - Build and nurture a robust pipeline of prescribers and professional referral partners. - Sustain long‑term client relationships with ongoing support and communication. - Utilize digital tools to streamline processes and enhance client experience. Required Skills: - Strong business‑development acumen and proven client‑acquisition experience. - Excellent analytical skills in financial planning, tax planning, retirement and estate strategy. - Superior interpersonal, communication, and negotiation abilities. - Self‑motivated with a results‑driven mindset; able to work independently. - Ability to manage several client portfolios simultaneously and maintain meticulous record‑keeping. - Adaptable to evolving market trends and product offerings. Required Education & Certifications: - Successor qualification: ORIAS II certification (or equivalent license) for independent wealth managers. - Bachelor’s degree in Finance, Economics, Law, or related field preferred. - Valid French driver’s license (Category B). - Fluency in French (mandatory). ---

Auxerre, France

Hybrid

16-02-2026

Company Name

Capfinances

Job Title

Conseiller Patrimonial (MIA)

Job Description

**Job Title** Wealth Management Advisor (MIA) **Role Summary** Provide comprehensive financial planning and wealth management services to a growing portfolio of affluent clients. Design and implement tailored strategies covering retirement, succession, family protection, taxation, personal enrichment, and real‑estate investment. Maintain rigorous oversight, build and nurture a prescriber network, and deliver superior client service throughout the client relationship lifecycle. **Expectations** - Build and expand a client base of high‑net‑worth individuals and families. - Deliver personalized wealth‑planning solutions that align with clients’ long‑term goals. - Manage ongoing strategy execution, performance monitoring, and adjustments. - Foster lasting relationships across all client touchpoints. **Key Responsibilities** - Identify and qualify new business opportunities through prospecting and networking. - Conduct in‑depth needs analyses and prepare comprehensive wealth‑assessment reports. - Develop and recommend integrated financial plans covering retirement, estate, tax, insurance, and real‑estate assets. - Oversee implementation, monitor results, and adjust strategies to achieve objectives. - Build and maintain a network of referral sources and prescribers. - Deliver high‑quality client service, ensuring compliance with regulatory standards. - Utilize digital tools to enhance client communication and portfolio management. **Required Skills** - Strong knowledge of wealth‑management concepts: retirement planning, succession, family protection, taxation, personal enrichment, and real‑estate investment. - Excellent client‑relationship and communication skills. - Proficiency in financial analysis, portfolio construction, and solution recommendation. - Ability to work autonomously and develop a structured sales pipeline. - Familiarity with digital platforms for client engagement and portfolio tracking. **Required Education & Certifications** - Professional ORIAS II certification (or equivalent mandated license for independent wealth‑management advisors in France). - French language proficiency (required). - Valid driving licence Category B. ---

Rennes, France

Hybrid

17-03-2026