Berater Budget & Planung (Junior)

Accompany private and business clients on insurance, savings, 3a/3b, ETF, and financial planning matters by analyzing needs and developing individual concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM to nurture existing relationships. This entry-level role within Convit Central GmbH focuses on long-term wealth building and budget planning for clients in the Worb region. The position offers a fixed-term contract with flexible hours, hybrid work options, and a structured internal training path leading to VBV certification.