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Wealth Consultant Puebla
$MXN 30,000-60,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. 8 Ote. 201B, Centro, 72760 San Pedro Cholula, Pue., Mexico
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Description

Position Summary: We are seeking professionals with experience in leadership roles, commercial management, or banking executives for wealth consulting with full autonomy. Key Highlights: 1. Complete schedule autonomy to manage your time and personal well-being. 2. "Office-Free" model with digital efficiency and strategic meetings. 3. Book ownership: the clients and business you build are yours. Are you looking to transition from the corporate or banking sector to true professional independence? At our ESPYF Consultants, affiliated with **Prudential Seguros México**, we understand that success is measured not only by income but also by **management autonomy**, free from rigid corporate scheduling. We seek candidates with experience in **leadership roles, commercial management, or banking executives (Jr/Sr)** who wish to leverage their expertise within a high-level wealth consulting model. What Sets Us Apart (Your Quality of Life): * **Complete Schedule Autonomy:** Manage your time to focus on what matters most: your family and personal well-being. We focus on outcomes. * **"Office-Free" Model:** We operate under a digital efficiency framework with strategically scheduled in-person meetings. * **Book Ownership:** Unlike other sectors, here the clients and business you build belong to you permanently. * **Sustainability and Support:** Ongoing training using Prudential’s methodology—one of the world’s most solid and ethical financial institutions. * **Collaborative Model:** This position operates under a **fee-based engagement structure**, functioning as an independent **business unit**, backed by Prudential México’s infrastructure and support. Ideal Profile: * Professionals with executive/managerial experience in commercial, financial, or client service areas. * Individuals with strong self-management skills and discipline (essential for success in remote work). * Entrepreneurial mindset. * Excellent presence and communication skills. Key Responsibilities: * Provide comprehensive advisory services in financial protection and wealth strategies. * Develop and retain a portfolio of executive-profile clients within the region. * Diagnose financial needs to deliver customized solutions. **Apply today if you’re ready to stop adhering to imposed schedules and begin building your own wealth—with the quality of life your professional level deserves.** Employment Type: Indefinite-term position Salary: $30,000.00 – $60,000.00 per month Benefits: * Flexible hours * Remote work Work Location: On-site employment

Source:  indeed View original post
Juan García
Indeed · HR

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