Financial Planner

Main mission We are currently looking for a Financial Planner to join a dynamic structure based in Morges. In this role, you will support your clients in their financial and wealth management decisions by offering solutions adapted to their life goals. You will develop your portfolio, build relationships of trust, and actively contribute to the growth of your activity. Your responsibilities Analysis and consulting: Identify the financial needs and objectives of clients Perform comprehensive financial analyses Propose strategies and solutions adapted to clients' projects Monitoring and support: Ensure personalized long-term support Monitor the evolution of financial situations and adjust strategies Maintain a relationship of trust with clients Business development: Develop and maintain your professional network Identify new opportunities and expand your client portfolio Actively participate in the development of the activity Evolution and management (eventually) Possibility to build and supervise your own team Participate in the strategic development of the agency Profile sought Education: Degree from a higher education institution or university or CFC with professional maturity Assets AFA certification or IAF diploma - brevet Strong interest in finance and financial planning Skills Interpersonal skills and consulting sense Structured mindset and results orientation Ability to develop and maintain a professional network Languages and conditions Fluent French Another national language or English is an asset Permit B or C and residence in Switzerland What we offer Complete and continuous training Flexible activity with a high degree of autonomy Dynamic environment based on recognition and equal opportunity Access to a wide network of partners to offer personalized solutions Perspectives of rapid evolution and attractive income