Financial Advisor H/F

We are Capfinances, a specialized financial advisory firm with over 20 years of experience, recognized for its excellence in client support.

We count today:

• More than 950 financial advisors

• A renewed trust by 78,000 clients

• A leading position in life insurance and savings brokerage in France

Our strengths:

• Personalized follow-up

• High-performance solutions

• Strong proximity with 19 business centers in France

• A wide range of high-end patrimonial solutions

Why join us?

Working within the Capfinances network means benefiting from:

• Free access to training

• Personalized support

• A convivial and stimulating work environment

• Innovative digital tools at your disposal

• Fair financial returns commensurate with your efforts

Choose an engaged company that has been by your side for over 20 years, where benevolence, solidarity, and success are at the heart of our DNA.

Join our network for a enriching professional adventure with the possibility of being accompanied by experienced advisors, offering high-end solutions in areas such as:

• Pension preparation

• Inheritance transmission

• FAMILY PROTECTION

• Tax optimization

• Personal enrichment

• Borrower insurance

• Pension planning

Thanks to our tools, expertise, and continuous training available, you will be able to:

• Analyze clients' specific needs

• Conduct detailed patrimonial balances

• Promote high-end solutions for each situation

More than your experience, it's your temperament and motivation that will make the difference, of course, a sensitivity to financial counseling is an asset.