Financial Advisor About us is a fiduciary specialized in tax and personalized support for private clients and freelancers. Recognized as a leading player in Switzerland, the company offers comprehensive advice integrating taxation, insurance, retirement planning, and financing, within an organized and rapidly developing structure. Financial Advisor (AFA diploma) – Fiduciary – Neuchâtel / Lausanne Your missions: Advise clients on their taxation and financial matters in a personalized manner, carry out comprehensive financial analyses: taxes, retirement planning, insurance, risk management. Support clients in their real estate projects: mortgages, banking, financing. Ensure client follow-up, develop your portfolio, and foster loyalty. Work closely with the team to guarantee personalized service and profile: Holder of diploma X / or experience in finance, taxation, insurance, or retirement planning: true active listening and analytical mindset. Ability to simplify financial and tax concepts in a advisory manner, rigor, and proficiency in French (German and English are a plus). We offer: A human, dynamic environment with structured support to develop skills in taxation, insurance, retirement planning, and a versatile position combining taxation, financial advice, retirement planning, and mortgages. Client appointments are provided and already scheduled: no prospecting required. Compensation consists of a fixed base and a variable part, designed for stability and performance. Modern tools, continuous training, and real support with possibilities for evolution (responsibilities, team management, portfolio). Send your CV to: Write an email. We look forward to discovering your profile. jidc aen jit0206aen jpiy26aen