Bank Avera Genossenschaft
Wetzikon
13 hours ago
Financial Planner
- 14 May 2026
- 100%
- Permanent position
- Wetzikon
Job summary
Join Bank Avera, the largest regional bank in Zurich, offering modern banking.
Tasks
- Provide financial planning and advice to clients on retirement.
- Create comprehensive pension plans tailored to client needs.
- Support customer advisors with expertise in retirement topics.
Skills
- Experience in financial planning; motivated and reliable.
- Strong communication and interpersonal skills.
- Ability to develop customized financial strategies.
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Financial Planner Wetzikon
(100 %)
Description
As the largest regional bank in the canton of Zurich, we are present with twelve branches and over 180 employees in the Zurich Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Welcome to Bank Avera.
For our advisory centre in Wetzikon, we are looking to strengthen the team immediately or by arrangement with a motivated and reliable individual as a Financial Planner, 100 %
Financial planners advise customers on all financial matters concerning their retirement, prepare comprehensive pension plans, and develop needs-oriented financial and action plans. Within the overall bank, financial planners also act as a contact and support point for customer advisors on specialist questions regarding pension topics.
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