Financial Advisor

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Financial Advisor
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Join a booming company
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At Helvetic Advice, a finance and insurance consulting firm, we place people, performance, and excellence at the heart of our mission. Several positions are available to strengthen our agencies in the sectors of Genève, Vaud, Valais, Neuchâtel, and Fribourg. Each employee will be assigned to a single branch and its geographical sector.

Are you currently operating in a model where you must generate everything yourself — your leads, your structure? At Helvetic Advice, these two pillars are taken care of, so that you can devote your time to what matters: the client.

What distinguishes us

• A strong investment in qualified leads to launch and fuel your activity from the start, designed to initiate a dynamic of recommendations, a true growth engine for your portfolio over the long term.
• Real and continuous human support, rare in this market: with us, no employee is left to their own devices.
• Training in our high-value client approach methods, supplemented by training in our processes and our products.
• High-performance internal tools and processes (dedicated CRM, structured working methodology) that have made our teams successful.
• An approach based on client knowledge: we train in complete diagnosis before any product proposal — never the other way around.

Your missions

• Diagnose the global financial situation of your clients, based on an in-depth knowledge of their real needs
• Propose objective solutions, strictly aligned with this diagnosis
• Ensure the follow-up, loyalty, and development of your portfolio, by building a flow of recommendations that makes you progressively autonomous in generating new clients

Your profile

• Mandatory residence in Switzerland (cross-border applications will not be considered)
• Mandatory AFA certification (non-negotiable, up to date)
• Proven experience in personal finance, ideally acquired in health insurance or pension planning
• Organized, autonomous, and results-oriented mindset
• Listening skills and a real desire to understand the client before advising
• Excellent level of oral and written communication
• Mastery of a language spoken by a significant community in French-speaking Switzerland (Portuguese, Albanian, English, for example) is a plus, without being an exclusion criterion
• Ambition, rigor, and a desire to progress continuously

What we also offer you

• Modern offices and a quality working environment
• Great autonomy in managing your schedule
• A guaranteed salary from your arrival, calibrated according to your skills, with motivating evolution prospects
• A clear career plan, with possibilities of evolution towards managerial functions

At Helvetic Advice...

You do not just find a job, you build a career. We give you the means to achieve your ambitions.

Helvetic Advice Sàrl

• Helvetic Advice Sàrl

Route de Pré-Bois 20
1215 Genève 15 Aéroport

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