Conseiller/ère financier/ère (junior) – hybride

Analyze client needs and propose savings or pension plans (3a/3b, ETF, funds) while conducting online or in-person meetings. Manage CRM documentation, follow up on recommendations, and develop portfolios through ongoing support. This junior role within Convit Central GmbH focuses on financial and pension consulting without insurance product sales. French proficiency (B2+) is required, with remote work options available. The position offers free VBV training leading to certification, flexible hours, and a clear career path from junior to senior levels.