Customer Advisor 100% (Career changers welcome)

Who this role is for

• Experienced advisors who want to break away from classic sales models and take their advisory to a higher level
• Career changers who are ready to learn a demanding professional profile from the ground up

What is decisive is not your background – but your standard.

Your task

• Development of individual solutions in the areas of

Taxes, mortgages, insurance, pension and wealth

• Building and managing your own client portfolio
• Step-by-step development towards a holistic financial planner

How we work

We do not believe in short-term deals or standard solutions.
We advise people – personally, holistically and with a long-term standard.

This requires more than expertise:
Attitude, responsibility and genuine interest in the person across from you.

If you do not see advisory as sales, but as real accompaniment, you fit with us.

Your perspective

• Sound training and personal guidance
• Recognized qualifications (VBV, IAF, eidg. Finanzplaner)
• Building up your own client base
• Development towards leadership responsibility possible

What you bring

• Completed basic training (EFZ or comparable)
• Joy in advisory and in dealing with people
• Personal responsibility, willingness to learn and goal orientation
• Driver's license Cat. B

What awaits you

• Structured induction and coaching
• Motivated team with broad expertise
• Entrepreneurial environment with freedom
• Workplace in Rapperswil am Zürichsee
• Performance-oriented remuneration with optional fixed salary

We are large enough to be able to offer you a varied activity in the heart of Rapperswil and small enough to be able to maintain a collegial atmosphere.

Start your career with us and apply at:

Finanzplanung Zürichsee AG
Alpenstrasse 2, 8640 Rapperswil

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