Wealth Advisor – Neuchâtel, Fribourg, Jura, Bern

Location: Neuchâtel, Fribourg, Jura, Bern Advisor – Neuchâtel, Jura, Fribourg, Bern (M/F) Location: Neuchâtel, Fribourg, Jura, Bern Rate: 100% (or: Indefinite duration Start date: To be agreed SVAG Consulting in Switzerland is part of the DVAG Group, a European leader in consulting recognized for the solidity of its model, the quality of its support, and its long-term vision. Present in several European countries, the group supports 8 million private and professional clients in the protection and development of their assets. In Switzerland, SVAG Consulting assists individuals and businesses at every stage of their financial life through a comprehensive, independent and personalized approach. Our areas of expertise cover retirement planning, financial investments, insurance, tax, succession planning, and real estate solutions. Our priority is to provide clear, sustainable solutions tailored to the objectives of each client. In the context of our strong development in French-speaking Switzerland, we are strengthening our teams and seeking several Financial Advisors, including both motivated beginners wishing to train in the profession and experienced professionals looking to evolve in a structured, entrepreneurial environment focused on quality consulting. Advisor – Neuchâtel, Fribourg, Jura, Bern (M/F) Your mission: - Advise and assist a private clientele on all topics by providing a comprehensive analysis of financial matters and client objectives. - Propose tailored solutions in retirement planning, insurance, investments, and real estate. - Develop, retain, and manage a portfolio of clients. - Build a lasting relationship of trust with your clients. Your profile: - First experience in finance, banking, insurance, or consulting. - Experience in financial consulting is a plus but not essential. - Strong interest in consulting, client service, and tailored solutions. - Entrepreneurial spirit, autonomy, and sense of responsibility. - Very good command of French (oral and written). A plus: - AFA, IAF diploma or Federal Certificate of Financial Consultant. Prerequisites: - Residence in Switzerland and valid residence permit. We offer you: - The solidity and reputation of a leading European group (DVAG). - A stimulating and structured professional environment. - Comprehensive initial training and a personalized coaching program. - A wide range of quality products. - Significant autonomy in your work. - Opportunities for advancement and development. - Real opportunities for growth and career progression. Please send your complete application file (CV and cover letter); they will be treated with complete confidentiality. jidd0e6317aen jit0310aen jpiy26aen