Financial Planning Advisor 80 - 100 %

Ref 2584998 | Date: 13 Okt 2026 Banque Valiant SA Financial Planning Advisor 80 - 100 % Neuchâtel ---------- Simplifying together. Because life is full of possibilities and has become more complex at the same time. That is why we are looking for employees who implement simplicity with us. Your activities -------------- * acquire and advise clients in the field of financial planning and general pension themes * establish financial plans and specific analyses (private/commercial clients and entrepreneurs) * present solutions to clients and accompany them during the implementation of defined measures * advise and accompany clients on main themes (mandate for cause of incapacity and advance directives) in collaboration with network partners * identify and demonstrate cross-selling opportunities * support client advisors with technical questions * participate in client events and continuous training as well as give technical presentations You possess -------------- * experience in establishing financial planning * completed continuing education in the field of financial planning (federal diploma of financial advisor, diploma of expert in financial planning, MAS in Financial Consulting or SME financial expert) * up-to-date knowledge and several years of professional experience in the financial services sector * ease in contact with clients and result- and goal-oriented work * autonomy, efficiency, precision and ease of communication * good computer skills, notably Logismata, Excel and PowerPoint * French native language and good command of German (level B2) * availability for travel in Suisse romande and in the Jura We offer ------------ We offer exciting and varied tasks for employees who participate, simplify and demonstrate committed ideas. Tasks We offer exciting and varied tasks for employees who participate, simplify and demonstrate committed ideas. We are simple and clear, dialogue as equals and maintain a collegial and friendly culture. Culture We are simple and clear, dialogue as equals and maintain a collegial and friendly culture. [Show more](< > "Afficher davantage") Your next step ---------------------- Do you want to take on this challenge? We look forward to receiving your application. ### Questions about the position Martin Koller [Contact](< > "") ### Questions about the application process Martina Carlen jpid3ec42dbjm jpit1042jm jpiy26jm