Career as an Independent Financial Advisor

Consultique
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Autonomy. Independence. Freedom.

Becoming an independent financial advisor allows you to express your professionalism at its best, without constraints or impositions from third parties.

Independent Financial Advisor:
The Next-Gen Profession

The financial advisory market is experiencing strong growth, both in Italy and worldwide.
Since December 2018, with the introduction of the “Albo OCF”, you can pursue the career you’ve always wanted — with complete operational independence.

Financial advice can never be disintermediated.
Financial advisors working for banks and networks face challenges such as generational turnover, proposals to eliminate commissions on financial product sales, and increasing disintermediation — all of which reduce their earnings. On the other hand, the work of an independent financial advisor is highly intellectual and already meets the European standards of transparency and freedom from conflicts of interest.

Choose to become an independent financial advisor and seize the opportunity to work in a fast-growing industry, where your expertise and integrity will be recognized and rewarded.

Are your client relationships restricted by the rules of your intermediary?

Are you a banker or a financial advisor authorized to offer off-site consulting, but dreaming of working in total freedom — providing your clients with the best advice and investment solutions?

Failing to address this situation could lead to:

  • Loss of trust: clients may turn elsewhere.
  • Reduced profit margins: you miss out on the growth opportunities the sector offers.
  • Stress and dissatisfaction: being unable to offer your best can hurt your motivation.
  • Conflicts of interest: your recommendations are influenced by the intermediary’s objectives.

With no hidden costs or conflicts of interest, you can work in complete freedom with your clients, always recommending the best solutions available on the market.

Being an independent financial advisor means:

  • Working in complete freedom: the independent financial advisor offers the best investment solutions available on the market, with no restrictions or limitations imposed by third parties.
  • A transparent relationship: there are no conflicts of interest. The independent advisor is not tied to any financial intermediary or product issuer and has no sales obligations toward third-party companies.
  • Personal and professional fulfillment: investors today are more informed and seek competent professionals who can provide objective, conflict-free advice in a market often lacking transparency.
    This creates a new, trust-based relationship that ensures long-term stability and financial returns derived solely from the advisor’s own expertise and choices.

Why start your career with Consultique?

Consultique is the leading authority for anyone looking to become an independent financial advisor in Italy. With over 20 years of experience, we are the founders and market leaders in the sector.

We are proud to have launched over 80% of the professional offices and independent financial advisory firms currently operating in Italy, providing them with continuous support through advanced software, personalized assistance, compliance guidance, and operational training.

By choosing Consultique, you will benefit from our extensive know-how and proven expertise in overcoming industry challenges. We are also the founders of the main professional associations, with the goal of protecting and growing our professional role over time.

Our dedicated experts will guide you at every stage of your journey, from the initial idea to the actual launch of your activity. With Consultique, you are never alone: you will always have a team of professionals ready to support you in every step of your career.

Success Stories: Learn from Our Community

These advisors decided to become independent by joining the Consultique Network. Listen to how starting their professional journey has changed their lives. The next one could be you.