Financial Planning Advisor 80 - 100 %

Simplifying together. Because life is full of possibilities and has become more complex at the same time. That is why we are looking for collaborators who implement simplicity with us.

Your activities

• acquire and advise clients in the field of financial planning and general pension topics
• establish financial plans and specific analyses (private/commercial clients and entrepreneurs)
• present solutions to clients and support them during the implementation of defined measures
• advise and support clients on main topics (mandate in case of incapacity and advance directives) in collaboration with network partners
• identify and demonstrate cross-selling opportunities
• support client advisors with technical questions
• participate in client events and continuing education as well as deliver technical presentations

You have

• experience in preparing financial plans
• completed further training in financial planning (federal diploma as financial advisor, diploma as financial planning expert, MAS in Financial Consulting or SME financial expert)
• up-to-date knowledge and several years of professional experience in the financial services sector
• ease in client contact and result- and goal-oriented work
• autonomy, efficiency, accuracy and good communication skills
• good IT skills, especially with Logismata, Excel and PowerPoint
• native French speaker and good command of German (level B2)
• availability for travel in French-speaking Switzerland and the Jura

We offer