Finanzberater (Quereinstieg möglich) · 10–60 % · Homeoffice

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 while avoiding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Quereinsteiger are welcome with a self-reliant approach and reliable CRM maintenance. Full VBV training costs are covered, offering a clear career path from junior to team lead. Located in Glattbrugg, Switzerland, with flexible hybrid work options and incentives including an annual trip for top performers.