Job offer
Financial Planner in Wetzikon (Full-time)
Avera Bank is seeking a motivated and reliable individual to serve as a Financial Planner (full-time) at its advisory center in Wetzikon, to advise clients on income and wealth planning, particularly with regard to retirement. The position requires several years of experience advising clients on income and wealth planning, as well as a strong customer focus and excellent communication skills.
Your tasks
- Advising individuals on income and wealth planning, particularly with regard to retirement
- Development of proposed solutions in the area of retirement planning
- Developing and presenting comprehensive financial and action plans tailored to individual client needs and objectives, and supporting their implementation, including identifying and highlighting cross-selling opportunities
- Internal contact and support center for customer service representatives regarding technical questions about pension plans and active management
Requirements
- Several years of experience advising clients on income and wealth planning in preparation for retirement
- Strong customer focus, trustworthy, and enjoys direct customer contact
- quick learner, a networked mindset, and a strong focus on solutions
- outgoing, communicative, personable
- Efficient and precise work methods
- Proactive, dedicated, and flexible
We offer
No information available.Job details
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