Berater Finanzstrategie (Quereinstieg möglich) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
HybridWinznau, Kanton Solothurn, Switzerland
Job Summary
Advise private and business clients on providence, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers, excluding insurance products. Conduct online and in-person appointments while managing CRM follow-ups and maintaining client portfolios. Quereinsteiger are welcome; experience in sales or service is an advantage. The role offers a monthly OTE of CHF 1500–7500, full coverage of VBV training costs, and a clear career path from junior to team lead. Located in Rothrist, Switzerland, with hybrid work options available.
Required Qualifications
- Deutsch (B2+)
- Quereinsteiger willkommen
- Erfahrung in Verkauf/Service von Vorteil
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich)
- Moderne Beratungstools, starkes Backoffice & Mentoring
- Flexible Arbeitszeiten, Homeoffice/Hybrid
- Klarer Karrierepfad (Junior → Senior → Teamlead)
- Incentives: jährlicher 5‐Sterne‐Trip für Top‐Performer
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