Consultant Vermögensplanung (Hybrid/Homeoffice)

Advise private and business clients on providence, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and providence funds without classic insurance products. Analyze client needs, create financial concepts and offers, and conduct online or in-person appointments with subsequent CRM follow-up. Maintain existing portfolios, generate recommendations, and secure follow-ups. The role offers a fixed salary plus bonuses ranging from CHF 1500 to 7500 monthly, with 10–100% workload options and hybrid availability. Quereinsteiger are welcome, supported by free VBV training, modern tools, and a clear career path from Junior to Team Lead.