Financial Advisor IAF (m/w/d)
- Employment type
- Full-time
- Location
- Zürich
- Company
- Provia Personal AG, Industriestrasse 171, 8957 Spreitenbach
- Languages
- German (fluent)
- First posted
Financial Advisor IAF (m/w/d)
Unlimited | Deutschschweiz
Introduction
For an established consulting company, we are looking for a committed personality with in-depth specialist expertise in the field of financial planning and provision.
The position is aimed at advisors who want to accompany their customers long-term and holistically.
PROVIA Executive
Filling of key positions at Executive level – under absolute confidentiality and with uncompromising quality standards.
Absolute confidentiality. Clear processes. Binding results.
Area of responsibility
Holistic financial and provision consulting
Creation of individual financial concepts
Wealth, provision, and tax optimization
Analysis of the financial starting position
Care of existing customers
Building new customer relationships
Collaboration with specialists from various fields
Sought profile
Financial Advisor IAF or equivalent further education
Experience in financial consulting
High consulting competence
Entrepreneurial thinking
Independent working method
Professional appearance
Enjoyment of sustainable customer development
The position offers
High-quality consulting environment
Modern working instruments
Long-term development prospects
Attractive earning opportunities
Self-responsible work
Professional support by PROVIA Executive
Discreet application process
PROVIA Executive treats all applications with absolute discretion.
Automatically translated from the original.
Posted 1 week ago