Job offer
Financial Planner in Wetzikon
Avera Bank is seeking a motivated and reliable individual to serve as a Financial Planner (full-time) at its advisory center in Wetzikon, where you will advise clients on income and asset planning and develop comprehensive retirement plans. This position offers the opportunity to support clients in financial matters and develop solutions in the area of retirement planning.
Job description
As a financial planner, you advise clients on all financial matters related to their retirement, create comprehensive retirement plans, and develop proposed solutions.Your tasks
- Advising individuals 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 financial and action plans tailored to specific objectives, and support for their implementation, including the identification and highlighting of cross-selling opportunities.
- An internal resource center for customer advisors on all matters related to retirement benefits within the bank.
Requirements
- Several years of experience advising clients on income and wealth planning in preparation for retirement
- Strong customer focus, trustworthy, 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
Job details
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