Bank Avera Genossenschaft
Wetzikon
Yesterday
Financial Planner
- 26 May 2026
- 100%
- Permanent position
- Wetzikon
Job summary
Join Bank Avera in Wetzikon as a Finanzplaner*in (100%). Enjoy a supportive work environment with opportunities for personal growth.
Tasks
- Advise clients on all financial matters, including retirement planning.
- Create comprehensive pension plans tailored to client needs.
- Support customer advisors with expert knowledge on pension topics.
Skills
- Experience in financial planning and customer advisory roles.
- Strong communication and interpersonal skills.
- Analytical thinking and problem-solving abilities.
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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 entire bank, financial planners also act as a contact and support point for customer advisors on technical questions regarding pension topics.
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