Financial Advisor Entry Finances Homeoffice possible

Financial Advisor Entry Finances Homeoffice possible

Entry into financial and pension consulting without insurance products. Focus on 3a/3b, ETF savings plans, pension funds, and budget planning.

In addition, we offer a free VBV training (including preparation) after successful completion you will be VBV-certified.

Facts:

- Organisation: Convit Central GmbH

- Location: Embrach, 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 customers 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 & on-site meetings; follow-up in CRM.

- Maintain customer relationships, generate recommendations, and ensure follow-ups.

Profile:

- Entry-level candidates welcome; experience in sales/service a plus.

- Customer-oriented, communicative, reliable, and willing to learn.

- Independent work style; reliable term & CRM management.

We offer:

- Free VBV training 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 we will contact you promptly.

Note: No insurance consulting/products.