Conseiller/ère en planification financière (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Évian-les-Bains, Auvergne-Rhône-Alpes, France
Switzerland or Évian-les-Bains, Auvergne-Rhône-Alpes, FranceRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses on financial planning and budget optimization within the Convit Central team, offering free VBV training and certification support. No insurance products are sold; the position emphasizes relationship skills and autonomy for candidates in the Geneva/Lausanne region.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
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