Berater Budget & Planung (Teilzeit/Nebenjob)

Advise private and business clients on providence, savings, and investment solutions such as 3a/3b, ETF savings plans, and providence funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Work 10–100% part-time with a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly. Located in Richterswil, Switzerland, with hybrid options available. We offer free VBV training, modern tools, mentoring, and a clear career path from junior to team lead.