The Opportunity:

The Fisher Investments Luxembourg (FIL) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies.

We are looking for a Financial Planning Analyst to join our Wealth Solutions team.

The Day-to-Day:

Write the financial advice portion of the insurance policy proposal for private clients, with a focus on the suitability of an insurance policy while at the same time prioritising clients' long-term goalsOptimise Investments – reviewing suitability of investment wrappersWrite the insurance policy proposals delivered to our private clients in FranceProvide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the roleInteracting with various groups internally and externally to insure clients' needs are metOther duties as agreed

Your Qualifications:

Master's Degree in Financial PlanningAt least 5 years of experience with financial planning principlesNative French language proficiencyYou are engaging and can connect with a wide array of audiences by phone and emailCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-on. You learn from your setbacks and work towards improvementDetailed knowledge of Assurances Vie and Contrats de Capitalisation

Why Fisher Investments Luxembourg:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidaysA supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annuallyUp to €219.60 in employer-paid monthly lunch vouchersGym subsidy of up to €50 per month$10,000* fertility, hormonal health and family-forming benefitA collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER