Financial Planner

Shape the financial future of our clients

Are you passionate about supporting people in important life situations and providing them with security for their financial future? Do you think holistically, solution-oriented and want to contribute your expertise in a dynamic environment? Then we look forward to meeting you.

You develop customised financial and pension plans, support our client advisors and actively contribute to accompanying our clients on their journey - competently, committed and with foresight. In our pension team in Schwyz and Pfäffikon, you take on a key role as

Financial Planner

Your tasks - varied and meaningful

• Consulting & Planning: Creating and discussing comprehensive financial and pension plans for private clients.
• Support: Accompanying client advisors in implementing individual solutions and utilising business potential.
• Expertise: Point of contact for pension questions and promotion of sales opportunities in the pension sector.
• Sharing knowledge: Participating in internal and external training, lectures and publications.
• Innovation: Supporting the expansion and further development of our pension offerings.

Your profile - professionally strong, personally convincing

• Solid expertise: Completed further training with sound financial planning know-how.
• Experience in consulting: Several years of practice in direct client consulting, ideally as a financial planner.
• Holistic thinking: Ability to consider the various aspects of financial life planning comprehensively.
• Sales strength: Enjoyment in selling planning services and supporting client advisors.
• Personal strengths: High social competence, teamwork skills and a confident, engaging manner.

What you can expect from us:

Our values are our drive: With enthusiasm for the future we create new things, with effectiveness we create real added value. Togetherness and appreciation shape our attitude, while trust and responsibility form the basis of our success. In addition, we offer you:

• A varied and challenging role
• Becoming part of a committed specialist team
• An employer who offers you the chance to develop personally and professionally and supports you with many offers
• An attractive overall package with many benefits, high flexibility and hybrid working

Interested? We look forward to hearing from you!