Berater Finanzstrategie (Hybrid/Homeoffice) · OTE bis 7'500 CHF

Advise private and business clients on provident, savings, and investment solutions such as 3a/3b, ETFs, and provident 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. Complete the mandatory VBV training program covering all certification costs. Work remotely or hybrid with flexible hours, supported by modern tools, strong back office, and mentoring. Join a clear career path from junior to senior roles with incentives including annual trips for top performers.