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ConvitPosted 1 month ago

Finanzberater (Teilzeit/Nebenjob) Quereinsteiger gesucht

$18,000–$90,000 year

HybridBrittnau, Aargau, Switzerland

Part TimeSmall

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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