Vorsorge- & Finanzberater (Junior) · OTE bis 7'500 CHF

Advise private and business clients on retirement, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and pension funds. Analyze client needs to create financial concepts and proposals without traditional insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Work remotely or in a hybrid model with flexible hours, supported by modern tools, strong back-office resources, and mentoring. A free VBV training program covers certification costs, offering a clear career path from junior to team lead.