Kundenberater Finanzplanung (Einsteiger) Flexible Zeiten

Accompany private and business clients on retirement planning, savings, and financial strategy discussions, analyzing needs to draft individual solutions for 3a/3b, ETFs, and budgeting. Conduct counseling sessions online and in person while documenting follow-ups in the CRM, and maintain existing client relationships for long-term growth. This entry-level role at Convit Central GmbH in Glattbrugg, Switzerland, supports a flexible schedule with hybrid work options and includes a free internal VBV training program leading to certification.