financial planner

Overview

With us, you’ll have the opportunity to put your talent for financial planning to work every day. You’ll help our clients make better decisions about their retirement planning. We’re looking for you—someone who puts tailored solutions for our clients at the center of everything you do.

Tasks

* Reaffirm our commitment to this key priority and enjoy working with our client advisors * Work closely with client advisors * Provide technical support and guidance to client advisors during the financial planning process * Actively grow the financing business in the region

Profile

* 2–5 years * Financial Advisor / Financial Planning * Swiss Federal Certificate * Financial Planning or comparable training * German (business fluent) * Passion for financial planning and client advising * Experience advising clients at a bank or financial services provider * Above-average comprehension and strong communication skills * Enjoyment of providing technical support, coaching, and professional development to client advisors * Entrepreneurial mindset and ability to close deals * Self-motivated, structured, and solution-oriented work style

Offer

* Central work location * Easily accessible, centrally located workplace * Modern infrastructure * Future-oriented and ergonomic workstations * Flexible work hours / work-from-home options * Individual work-from-home options * Childcare * Up to CHF 300 per month per child for external childcare * Occupational pension plan * Very attractive pension plan with above-average benefits * Expenses, mortgages, and financial services with preferential terms * Cumulus points * Up to 2 additional points per franc spent * Management loyalty * One additional week of vacation per year for management employees * Individual professional development * Attractive contributions toward external professional development * D-Culture * A strong team spirit with transparent communication * Flat hierarchies * Flexible hierarchies and cross-functional responsibilities