Financial Solutions Advisor Region Kloten (Junior)

Financial Solutions Advisor (Junior) Region Kloten Entry-level position in financial and pension consulting without insurance products. Focus on 3a/3b, ETF savings plans, pension funds, and budget planning. Additionally, we offer a free VBV training program (including preparation) after successful completion you will be VBV-certified. Key Facts: - Organization: Convit Central GmbH - Location: Kloten, Switzerland Homeoffice/Hybrid possible - Employment contract: Fixed-term employment Pensum: 10100 % Language: German (B2+) - Salary: CHF 15007500/Month OTE (Fixed + Bonuses; depending on workload & performance) - Contact: [email protected] Tasks: - Advise private and commercial clients on financial planning, savings, and investment solutions (e.g. 3a/3b, ETF savings plans, pension funds). - Analyze needs, create financial concepts & offers (without insurance products). - Conduct online & in-person meetings; follow-up processing in CRM. - Maintain customer relationships, generate recommendations, and ensure follow-ups. Profile: - Welcome to new entrants; experience in sales/service is beneficial. - Customer-oriented, communicative, reliable, and willing to learn. - Independent working style; reliable term & CRM management. We offer: - Free VBV training program including preparation VBV-certification after completion. - Paid internal training & ongoing professional development (financial & pension topics). - Modern consulting tools, strong backoffice & mentoring. - Flexible working hours, home office/hybrid; clear career path (Junior to Senior Team Lead). - Incentives: annual 5-star trip for top performers. Application: Please apply online and we will contact you promptly. Note: No insurance consulting/products.
Free VBV training program (VBV-certification), home office/hybrid, mentoring, modern tools, incentive trip