Financial Advisor

Overview

Role involves providing expert financial guidance through video consultations.

Ideal candidate should have 3+ years of experience as a Financial Advisor or Coach with strong analytical skills.

Local candidates are preferred but others can still be considered

Locations

• France, Auvergne-Rhône-Alpes, Lyon
• France, Île-de-France, Paris

Requirements

• At least 3 years of experience
• Bachelor's or Master's degree in Finance or related field
• Relevant certifications required
• Ability to analyze financial data
• Strong communication and negotiation skills
• Attention to detail
• Excellent PC knowledge

Responsibilities

• Provide strategic financial advice
• Assess client's financial picture
• Guide clients towards profitable decisions
• Cultivate client base
• Network and generate leads
• Update financial plans
• Comply with industry regulations
• Liaise with professionals