Job offer

Financial planner

Valiant is looking for a financial planner (80-100%) in Lucerne to advise clients on financial planning and pension issues and present solutions. The position requires several years of experience in financial planning and completed further training in financial planning.

Lucerne

Valiant Bank AG

80-100%

Job description

Financial Planner 80 - 100 % Lucerne

Tasks

Acquire and advise on our financial planning services and general pension issues
Preparing financial plans and specific specialist analyses (private/business clients and companies)
Presenting solutions to customers and assisting with the implementation of general measures
Clients on the priority topics of pension provisioning and partnership review in cooperation with and partner units

Requirements

Several years of practical experience in the preparation of comprehensive financial plans
Completed further training in the field of financial planning (e.g. Swiss Federal Diploma, Swiss Certified Financial Planner, MAS Financial or SME financial expert)
Experience/ or professional experience in the financial advisory sector
Enjoy customer contact as well as team-oriented and goal-oriented work

We offer

(no explicit benefits mentioned)

Application process

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

Original job description

Job details

Found on:

30/9/2025

Employer:

Valiant Bank AG

job percentage:

80-100%

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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