Pension/financial planner

Tasks

Your main task is to create customized pension/financial plans for our customers and provide them with individual advice. Your responsibilities include:

• Expansion of pension/financial planning at our three locations
• Acquisition, preparation, and consulting for financial/pension planning
• Representative duties in the department, organization of acquisition events
• Subject-specific internal training courses
• Pension and financial planning advice
• Arrangement of estate planning, grants
• Auditing complex private tax returns AG / SO

Requirements

Your profile should meet the following requirements:

• Successfully completed further training in the field (e.g., financial planner with federal FA)
• Several years of experience in the areas of pensions, financial planning, and retirement planning

We offer

Our offer includes:

• Varied field of activity
• development potential
• Modern employment conditions and work tools
• Modern workplace
• Flat hierarchies