Financial Advisor - also career changers
- Employment type
- Full-time
- Location
- Zürich · Remote possible
- Company
- SFG Swiss Finance Group GmbH, Flurstrasse 30, 8048 Zürich
- First posted
Financial Advisor (m/f) - also career changers
Permanent position, 100%, start immediately or by arrangement, Solothurn or Zürich region
Our Vision
Every person should have the chance to own a home. We are committed to this every day. As a young and dynamic financial planning company, we accompany our customers on their way to homeownership. We create clarity about their financial situation, identify savings potential, and develop individual solutions for their future. Our success begins with our employees. That is why we invest specifically in your development, promote individual responsibility, and create an environment in which performance is appreciated. Today we are successful regionally; in the coming years, we want to grow throughout Switzerland. To successfully take this next step, we want to expand our team and are looking for dedicated support.
Your Profile
Your Profile You have a completed vocational training (EFZ)
You are communicative, ambitious, and enjoy working with people and numbers
You have an independent and structured way of working
You want to help people gain clarity about their finances and accompany them on the way to homeownership
It is important to you that not only your time, but also your additional performance is remunerated
What awaits you
We optimize the entire asset situation of our customers. This makes your work more versatile and varied than at other financial service providers.
You are involved in advisory meetings from day one and increasingly take the lead.
With an experienced advisor, you work out how your customers can best provide for the future, invest money, finance real estate, settle estates, and save taxes.
The Trainee program is a direct entry: In 6 to 24 months, you will learn everything you need for your work as an advisor.
You make progress with us: After the Trainee program, you will advise your own customers independently.
You work flexibly: In the office, in the home office, or at the customer's location
At least 7 weeks of vacation per year
Guaranteed salary and performance-oriented income perspectives without an upward "cap"
Do you feel addressed? Then send us your complete application documents today.
SFG Swiss Finance Group GmbH
Swiss Finance Group
Uygar Tenes
Managing Director
Financial Planner with federal diploma
Flurstrasse 30
8048 Zürich
M +41 79 101 43 56
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Posted 1 week ago