Finanzberater (Teilzeit/Nebenjob) Quereinsteiger gesucht
$18,000–$90,000 year
HybridBrittnau, Aargau, Switzerland
Job Summary
Accompany private and business clients on providence, savings, 3a/3b, ETF savings plans, and financial planning. Analyze needs to develop individual providence and financial concepts, then conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships with a focus on providence and financial solutions. Quereinsteiger are welcome; the role offers internal VBV training, mentoring, and flexible working hours with hybrid options. Located in Rothrist, the position supports long-term career development from entry-level to specialist or team roles.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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