Independent Financial Advisor / Wealth Manager EUR,CH

MMIV EU; España; Híbrido; EUR 60.000 - 110.000; Jornada completa

Descripción de la vacante

PCC Wealth is a modern international wealth management firm that supports experienced independent Financial Advisers, Wealth Managers and Family Offices across Europe. Our model provides licensing infrastructure, technology, operational support and market reach so advisers can grow internationally while preserving independence.

Advisers benefit from direct leadership access, streamlined onboarding, transparent reporting and robust product access, all designed to help you build a scalable,

Descripción del empleo

INDEPENDENT FINANCIAL ADVISER / WEALTH MANAGER

European Union | Independent Opportunity | Remote or Hybrid

If your Network participates in your revenue, what is it delivering in return?

That question is becoming increasingly important for independent financial advisers across Europe.

Many advisers joined a Network expecting licensing, responsive support, efficient processing, modern technology, product expertise and help building a valuable business. Too often, the reality becomes very different:

• -Slow case processing. Unclear commission statements.
• -Limited access to decision-makers.
• -Outdated systems.
• -Narrow product options.
• -Generic training.
• -A brand that promotes itself while doing little to strengthen the adviser’s own presence.

Meanwhile, mergers and acquisitions are reshaping the industry. Ownership changes, platforms are consolidated and commercial terms may be revised. Advisers can feel increasingly removed from the people making decisions about their businesses.

Clients notice the uncertainty as well.

If your Network has been acquired, changed direction or simply stopped delivering value in proportion to what you contribute, this may be the right time to explore a stronger alternative.

ABOUT THE PCC NETWORK

PCC Wealth is a modern international wealth management firm supporting experienced independent Financial Advisers, Wealth Managers and Family Offices.

We work with entrepreneurial advisers who want to preserve their independence while gaining the licensing infrastructure, technology, operational support, market reach and direct leadership needed to compete at a higher level.

Our advisers serve clients whose lives, businesses and wealth increasingly cross borders. PCC is designed to help them grow internationally without surrendering the identity, relationships and enterprise value they have worked years to build.

This is independence with infrastructure.

WHY EXPERIENCED ADVISERS CONSIDER PCC

#1 - Licensing and cross-border infrastructure:

• -Access the appropriate PCC and partner regulatory, licensing and compliance structures, including MiFID permissions in the European Union, FINMA-regulated structures in Switzerland and U.S. licensing frameworks.
• -All activity remains subject to adviser location, client residence, applicable regulation, licensing permissions, compliance approval and contractual arrangements..

#2 - Bespoke sales and business-development support:

• -Independent should not mean unsupported.
• -PCC works with advisers on positioning, prospect strategy, complex opportunities, centres of influence, professional partnerships and the development of stronger HNW and UHNW client pipelines.
• -The objective is not simply to process the business you already have. It is to help you create more of the right business.

#3 - Faster, more accountable business processing:

• -Administrative friction damages momentum and client confidence.
• -PCC prioritises responsive case support, coordinated onboarding, clean accounting, transparent commission reporting and more efficient communication between advisers, operations, compliance and providers.
• -You should know where your business stands, what has been paid and who is responsible for moving each case forward.
• -Work with technology built for a modern advisory practice, including AI-powered CRM capabilities, secure digital workflows, client-management tools, reporting support and improved visibility across your pipeline.
• -Less time chasing information. More time advising clients and building relationships.

#5 - Broad product and provider access:

• -PCC maintains terms of business with a range of regulated and reputable partners.
• -Advisers receive product support and help navigating available solutions so recommendations can be considered against client needs, regulatory requirements and the options available through the appropriate PCC structure.

#6 - Ongoing training and professional development:

• -Markets change. Regulation evolves. Client needs become more international and more complex.
• -PCC provides ongoing development, product education, case collaboration and access to experienced specialists. We want advisers who continue learning because their clients expect them to stay ahead.

#7 - Direct Network leadership:

• -You should not have to navigate layers of management to reach someone capable of making a decision.
• -PCC advisers benefit from direct access to Network leadership, faster escalation of important matters and a business culture that treats experienced advisers as commercial partners.

#8 - Brand building without