Financial Planner (all)

With us, you can live out your enthusiasm for financial planning every day. You contribute to ensuring our customers make better decisions for their provision. We are looking for you: A personality who puts individual solutions for our clientele at the center. What you drive * Development of tailor-made financial plans in close cooperation with our regional financial planning specialists (sales) * Support of the sales department in specialist questions including professional coaching * Conducting specialist presentations at customer events * Co-designing the expansion of the financial planning service What you bring * Education: Eidg. Diplom * Specialization: Financial planning * Professional experience: two to three years financial planning * Networked thinking as well as conceptual and analytical skills * Proactive, flexible personality with an exact way of working * Great understanding of individual customer needs * Joy in the development of needs-oriented, comprehensive financial plans for natural persons * Tool affinity (especially Allfina) * German (C1) * Italian (C1) * French (ADVANTAGEOUS) What we offer you * Executive benefits: One week of vacation more per year for executive members * Childcare: up to CHF 300 per month and child for external childcare * Flexible workplace / Home Office: Individual possibilities for home office * Occupational pension scheme: Very attractive pension fund with above-average employer contribution * Migros Bank: Accounts, mortgages and financial services with preferential conditions * Du-culture: Lived team spirit with transparent communication * Flat hierarchies: Permeable hierarchies and cross-level exchange Only online applications via the application portal will be considered. Recruitment process * Pre-selection of applications * Personality/performance test * Specialist interview with case presentation * Getting to know the team * Offer & contract issuance (Digital) Contact Mr. Moritz Forrer Team Leader HR Business Partner No suitable positions? Set up a search subscription to receive suitable job offers conveniently via e-mail. [Create job subscription](< >) j4id10417781a j4it0940a j4iy26a