Conseiller/ère en prévoyance (débutant·e) – hybride/télétravail

Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) and conduct online or in-person appointments. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This role focuses exclusively on financial advice and pension planning without selling insurance products. The position offers free VBV training and certification support, with flexible hybrid or remote schedules and a career path from junior to senior. Located in the Léman region, the team provides modern tools, strong back-office support, and coaching to assist candidates in their career transition.