Berater KMU-Vorsorge (Quereinstieg) Festanstellung, Hybrid

Accompany private and business customers on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts, conducting counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships with a focus on retirement and financial solutions. This role supports Convit Central GmbH's advisory team in Rothrist, Switzerland, offering a hybrid schedule with internal training, mentoring, and clear career progression from entry-level to specialist or team roles.