Wealth Planner and Retirement Planning Specialist

Tasks

• Planning, organizing, and participating in client events, including speaking engagements, as well as maintaining active communication with our contacts in the areas of retirement planning and financial products
• Caching of Employees in Internal Processes and in Business
• Travel within our Aargau/Solothurn region to visit our clients and our healthcare providers
• Ongoing Professional Development in the Region

Requirements

• Several years of professional experience at a bank or insurance company as a customer service representative, with in-depth knowledge of various financial products
• Completed training as a financial planner
• Results-oriented, dedicated, and focused on customer needs
• Ability to pursue continuing education and to learn continuously
• Non-analytical interests in retirement and financial products

We offer

• The opportunity to work at a global company with a strong identity and culture that fosters innovation and entrepreneurship while remaining committed to diversity and inclusion
• Support for Continuous Learning and Development
• Flexible Work Arrangements to Support Work-Life Balance
• Encouraging Participation in Community Activities and Volunteer Work
• We welcome applications from individuals participating in the Career Comeback Program
• Promoting Diversity and Inclusion