Job offer

Financial planner

We are looking for a financial planner (80-100%) for our Lucerne office to advise and support clients in the area of financial planning and pensions. The position includes the preparation of financial plans, specialist analyses and the presentation of solutions to clients.

Lucerne

Valiant Bank AG

100%

Job description

Financial Planner 80 - 100 % Lucerne

Tasks

acquire and advise on our services in the area of financial planning and general pension issues
Create financial plans and specific specialist analyses (private/business clients and companies)
Present solutions to the customer and assist in the selection/implementation of suitable measures
Coach clients on the priority topics of advance directives and living wills in collaboration with your team

Requirements

Several years of practical experience in the preparation of comprehensive financial plans
Completed further training in the field of financial planning (e.g. certified financial planning expert, MAS Financial Consulting or SME finance expert)
sufficient experience in your current job in the financial services sector
Enjoy customer contact as well as results- and goal-oriented work

We offer

No explicit benefits mentioned.

Your next step

Does this challenge appeal to you? We look forward to receiving your application.

Application process

Confirmation of receipt
Examination of the dossiers
Job interview
Offer and contract

Original job description

Job details

Found on:

14/10/2025

Employer:

Valiant Bank AG

job percentage:

100%

Place of work:

Lucerne

Place found on:

https://jobs.valiant.ch/offene-stellen/finanzplaner-in/f72bef9e-dafd-4ddf-89ea-9b895bcfec3f

About the employer:

Valiant is an independent Swiss regional bank.

It is represented in 13 cantons with over 60 offices.

The bank offers comprehensive financial services to private and corporate customers.

Valiant focuses on personal advice and regional roots.

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