Meridia France

Financial Planner

Meridia France

full-time

Posted on:

Location Type: Hybrid

Location: Lyon • France

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About the role

  • Analyze clients' situations: finances, taxation, assets, and objectives.
  • Develop client relationships: retain clients, identify new opportunities, and respond to needs.
  • Advise and propose solutions: life insurance, savings, investments, retirement planning, and protection (e.g., disability coverage).

Requirements

  • No experience required — just motivation and curiosity.
Benefits
  • Comprehensive training provided
  • Motivating compensation based on your commitment
  • Freedom and autonomy
  • Potential for rapid advancement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client relationship managementcommunicationproblem-solvingadvisory skillsmotivational skillscuriosity