Financial Planner / Financial Planner Job Details | Schwyzer Kantonalbank

Shape the financial future of our customers Are you enthusiastic about accompanying people through important life situations and giving them security for their financial future? Do you think in a networked, solution-oriented manner and want to contribute your expertise in a dynamic environment? Then we look forward to getting to know you.   You develop tailor-made financial and pension plans, support our customer advisors, and actively contribute to accompanying our customers on their journey - competently, with commitment, and with foresight. In our pension team in Schwyz and Pfäffikon, you will take on a key role as   Financial Planner / Financial Planner   Your tasks - versatile and meaningful • Consulting & Planning: Creating and discussing comprehensive financial and pension plans for private customers. • Support: Accompanying customer advisors in the implementation of individual solutions and the utilization of business potential. • Expertise: Point of contact for pension questions and promotion of sales opportunities in the pension area. • Sharing knowledge: Participating in internal and external training, lectures, and publications. • Innovation: Support in the expansion and further development of our pension offering.   Your profile - professionally strong, personally convincing • Sound expertise: Completed further training with sound financial planning know-how. • Experience in consulting: Several years of practice in direct customer consulting, ideally as a Financial Planner / Financial Planner. • Networked thinking: Ability to view the different aspects of financial life planning holistically. • Sales strength: Enjoyment in selling planning services and in supporting customer advisors. • Personal strengths: High social competence, teamwork skills, and a confident, winning appearance.   What you can expect from us: Our values are our driving force: With a desire for the future, we shape new things; with effectiveness, we create real added value. Togetherness and appreciation shape our attitude, while trust and responsibility form the basis for our success. Additionally, we offer you: • A varied and challenging task • Becoming part of a dedicated specialist team • An employer that offers you the chance to develop personally and professionally and supports you in doing so with many offers • An attractive overall package with many benefits, high flexibility, and hybrid working models   Interested? We look forward to hearing from you!