Investment Consultant

il y a 7 jours

ChalonsurSaône, Bourgogne-Franche-Comté, France TALEXIM Temps plein
About the Opportunity

TALEXIM is a team of recruitment specialists dedicated to serving businesses in our region

Our Lyon team offers:

-> Independence with personalized and facilitating support

-> Joining a structure specializing in wealth management

by integrating a position of Financial Advisor in the Saône and Loire region (71)

Mission

What We Offer:

As a financial advisor, your role will be to accompany your clients, individuals and professionals, in proposing tailored solutions including savings, financial investments, real estate, tax optimization, pension and retirement solutions.

Although you will be independent, you will be supported by a regional inspector and integrated into a team of around 15 advisors in the region.

You will also have:

  • A portfolio of around 100 contacts entrusted to you

  • Monthly meetings to share best practices and consolidate team spirit

  • Adapted training: 5 weeks at the start and throughout your career

  • Support in your administrative management (accounting, legal hotline, marketing support,...)

  • Help with organizing your events

Profile

And You?

To catch our attention, it's your entrepreneurial spirit and your desire to invest in your own project that will make the difference.

You have a good experience in the fields of insurance, banking, real estate or brokerage,

You have a commercial temperament and know how to put the well-being of your clients at the heart of your concerns,

A developed professional network may be an asset for this position,

You recognize yourself in this ad? We're waiting for you And in any case, we'll keep you posted

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