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IAF Financial Advisor: Pensions (m/f/d) - 100% Remote

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Employment type
Full-time
Location
Porrentruy · Remote possible
First posted
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• 07 July 2026 • 100% • Indefinite duration • Spotted, 8047 Porrentruy As an IAF Financial Advisor: Pensions (m/f/d), you will advise customers on pension planning - 100% remote, without cold acquisition, with attractive earning opportunities and fixed appointment scheduling! IAF Financial Advisor: Pensions (m/f/d) - 100% Remote For our client, an established and innovative Swiss company in the field of pension planning and financial consulting, we are looking for a committed personality as an IAF Financial Advisor: Pensions (m/f/d). You benefit from a decisive advantage: From your first day of work, you will receive qualified consulting appointments. The customers have already expressed interest and scheduled an appointment - you can focus entirely on consulting without having to invest time in cold acquisition. If you want to accompany people in important financial decisions and appreciate a modern, digital way of working, you can expect an attractive career perspective with above-average earning potential. Your tasks • Consulting private customers on pension planning and planning • Analyzing the personal and financial situation of customers • Developing individual solutions in the area of pension fund assets (2nd pillar) • Conducting personal or digital consulting interviews • Building long-term and trusting customer relationships • Independently planning and organizing your consulting appointments • Participating in team meetings and internal further education What to expect • Fixed salary as well as attractive performance-related commissions • 13th monthly salary • 5 weeks of vacation • 100% remote work outside of customer appointments • Company car, laptop, and smartphone • Fully organized consulting appointments - no cold acquisition • Modern CRM and consulting systems • Flexible working hours and high degree of autonomy • Long-term employment in a growing company • Appreciative corporate culture with regular team events and development opportunities Your profile • Completed training as an IAF financial advisor (necessary) • Experience in financial consulting, pension consulting, or asset consulting • Knowledge in the area of pension planning, pension solutions, or 2nd pillar is an advantage • Swiss German at native level as well as French language skills at least at B2 level • Driver's license category B • Independent, structured, and customer-oriented way of working • Communication strength and enjoyment of personal consulting • Entrepreneurial thinking and high self-motivation Have we sparked your interest? Then we look forward to receiving your complete application documents with a resume as well as relevant certificates and diplomas. We will carefully review your documents and look forward to getting to know you.

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