Job offer
Financial Planner
Bank Avera is seeking a financial planner for its advisory center in Wetzikon to advise private clients on income and wealth planning, particularly with regard to retirement. The position offers a modern work environment, competitive compensation, and excellent benefits.
Your tasks
- Advising private clients on income and wealth planning, particularly with regard to retirement
- Development of proposed solutions in the area of retirement planning
- Development and presentation of comprehensive solutions
Requirements
- Professional continuing education leading to a federal professional certificate (e.g., financial planner with a federal professional certificate)
- In-depth expertise in retirement planning and all banking products and services
- Several years of experience advising clients on income and wealth planning in preparation for retirement
- Strong customer focus, trustworthy, and enjoys direct contact with customers
- Quick learner, able to think holistically, and highly solution-oriented
- Outgoing, communicative, and personable
- Efficient and precise work methods
- Proactive, ready to take on challenges, and flexible
We offer
- Modern work environment
- Short decision-making processes
- Competitive salary with excellent benefits
- Six weeks of vacation
- Beautiful, modern office space
Job details
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