Avadis Vorsorge AG
Aarau
Yesterday
Senior Financial Planner 80-100%
- 12 February 2026
- 80 – 100%
- Permanent position
- Aarau
Job summary
Join a dynamic team as a financial planner in Aarau! Enjoy a supportive work environment with growth opportunities.
Tasks
- Provide independent financial consultation for individuals and SMEs.
- Create financial plans and tax declarations for clients.
- Support clients with estate planning and pension seminars.
Skills
- Financial planner certification or equivalent education required.
- Minimum 3 years of experience in finance and tax planning.
- Excellent German skills; English knowledge is a plus.
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About the job
Your Tasks
- Independent customer consulting for private individuals and SME owners in the areas of financial, retirement, and tax planning as well as succession planning
- Preparation of financial plans, retirement analyses, and tax returns
- Support and advice on estate planning, retirement mandates, and living wills
- Consultations and support of BVG mandates
- Taking over and maintaining a customer portfolio as well as acquisition activities to expand the customer portfolio
- Organization and execution of retirement seminars and workshops on retirement topics as well as preparation of presentations and lectures
- Assumption of various representation tasks as well as independent handling of administrative work and correspondence
Your Profile
- Degree as a financial planner with a federal certificate, diploma financial planning expert NDS HF or comparable education
- At least 3 years of experience in the field of financial and tax planning as well as insurance provision
- Enjoyment of personal consulting as well as a good sense of customer needs
- Networked thinking as well as pronounced conceptual and analytical skills
- Very good German skills, English skills are an advantage
Our Offer
- Central role in a motivated team and a dynamic company with flat hierarchies and short decision-making paths
- Lots of creative freedom and the opportunity to actively participate in the process
- Training and development opportunities
- Progressive employment conditions
- Modern offices directly next to Aarau train station
