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Finance Advisor M/F - Lausanne

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Employment type
Full-time
Location
Lausanne
First posted
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• 28 July 2026 • 100% • Indefinite duration • avenue villamont, 1005 Lausanne Our client is a leading player in financial consulting in Switzerland, present in the fields of pension planning, insurance, investment, and real estate. As part of its development, we are looking for a Financial Advisor motivated to build a sustainable career, in an environment that values the human element, performance, and progression. After an integration and training period, you accompany your clients in the analysis of their personal situation and guide them towards the solutions most adapted to their financial objectives. You develop your portfolio by building relationships of trust. Finance Advisor M/F - Lausanne ## What we offer: From your arrival, you benefit from personalized support and a structured training path, leading to recognized certifications: IAF and federal diploma. Evolution is transparent and meritocratic; the rules and criteria are clear and the same for everyone. Depending on your ambitions, you can evolve towards a senior advisor role or towards management functions. You are the conductor of your career. Your profile: We are not looking for a perfect CV. We are looking for the right person. • Assertive personality, real motivation, development potential • Taste for consulting, client relations, and commercial development • Entrepreneurial spirit, autonomy, and sense of responsibility • Professional ambition and desire to invest in a long-term project • Higher education appreciated, but not decisive • Interest in finance, pension planning, insurance, real estate, and investments • Swiss nationality or valid B/C permit • Clean criminal record and absence of debt enforcement proceedings

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