Financial Advisor / Financial Planner (m/f/d)

• 15 septembre 2026
• 100%
• Durée indéterminée
• Zürich Oerlikon

What it is about
You prefer being at the table with people rather than in front of a product catalog. You want to know how someone lives, what they plan, and what keeps them up at night before talking about solutions. And you want to stand behind what you recommend.
This is exactly how we work. FINA is an independent financial planning company regulated by FINMA, with eight locations and clients throughout Switzerland. We belong to ourselves. This means: no group instructions and no sales quotas for a specific product.

Your daily life

• You conduct advisory interviews independently, from the initial assessment to implementation.
• You actively build your client base in Zurich and complement this with our client inquiries. Recommendations arise because people like talking about you.
• You manage existing clientele, use recommendations, and openly approach new contacts.
• You combine retirement planning, taxation, investment, real estate financing, insurance, and law into coherent planning.
• You participate in the development of the location. With us, ideas are listened to.

What you bring

• IAF certified financial advisor diploma (ideally financial planner with federal certificate) or in the process of obtaining it
• Registration in the FINMA and VBV registers
• Solid experience in advisory and a confident and engaging attitude
• True joy of being with people: you listen, ask questions, and also perceive what is not said
• High quality requirement: careful planning is more important to you than a quick conclusion
• Strong implementation capacity: instead of only waiting for client requests, you also take initiatives
• Confident command of German or Swiss German, other languages are a plus

It is not for you if

• You prefer processing files rather than being in direct contact with clients
• You wait for instructions instead of acting independently
• You consider advisory solely as a quick sale of products

What you get from us

• True personal responsibility: your clientele, your decisions, your result
• Independence: you advise in the best interest of the clients, without pressure on products
• Short distances: direct contact with management and quick decisions
• Targeted support: FINA as a platform for you to train professionally and develop personally

Does this role suit you?
Then send your complete application files with cover letter, CV, certificates and diplomas directly to jobs@fina.ch or via the contact form on www.fina.ch.