Conseiller financier sans expérience, hybride

Conduct financial and pension planning consultations for individuals, focusing on 3a/3b products, ETF savings plans, and retirement budgeting. Analyze client needs, prepare tailored proposals, and manage case follow-ups within the CRM. Schedule and execute both online and in-person appointments based on the geographic zone. Build a structured, long-term client relationship oriented toward quality without selling insurance products. This role offers free internal training on financial advisory and pension basics, including optional VBV certification. The position supports career transitions and provides mentoring within a modern digital environment. Candidates must speak French at B2+ level, with French-speaking Swiss residents or those holding a valid French driving license eligible to apply.