Bern – Thun – Zürich – Freiburg – Visp – Solothurn
Consultant/ Senior Consultant m/f from 80%
- 15 March 2024
- 80%
- Permanent position
- Bern – Thun – Zürich – Freiburg – Visp – Solothurn
Job summary
Join FINA Finanzplanung AG, where we value personal, sustainable, and transparent finance solutions. Exciting growth opportunities await!
Tasks
- Advise clients independently in various finance areas after training.
- Contribute to the company's development and growth.
- Manage and expand your own client portfolio effectively.
Skills
- Experience in finance or a related degree is required.
- Strong communication skills in German; English and/or French a plus.
- Motivated team player eager to grow within the firm.
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About the job
FINA Finanzplanung AG – Personal, Sustainable, Transparent
We offer talented, sincere and eager-to-learn people a meaningful and inspiring working environment with unparalleled development opportunities.
For our locations in Bern – Thun – Zurich – Fribourg – Visp – Solothurn we are looking for a
Consultant/ Senior Consultant m/f from 80%
FINA Finanzplanung creates holistic and comprehensive independent financial plans for small businesses and private households. In a personal, sustainable and transparent manner, we support our clients and advise them in all six areas of their financial affairs:
Taxes Pensions Protection Investment Real estate financing Legal certainty
Your tasks at FINA
• After individual and structured training, you independently advise clients in one or more of the above-mentioned areas
• You contribute and help to further develop the company
• You maintain your client base and continue to expand it
Who receives a perspective at FINA?
• You have completed an apprenticeship in the financial sector (banks, insurance, fiduciary, tax administration, real estate). Ideally financial planner with federal diploma
• Or you have completed studies in economics, business administration or law
• You are committed and motivated to become part of something big and to develop further within the team
• You speak accent-free German and preferably have good English and/or French skills
Our promise to our employees
• Fair salary policy: fixed salary and development-oriented salary increase
• Client base: fair distribution of our clients
• Meaningful: meaningful and inspiring working environment with unparalleled development opportunities
• Entrepreneurship: a certain seniority and performance enable participation in the company as a partner
• Learning organisation: external training can be attended as desired in consultation. FINA contributes 50% of the costs. In addition, 4 internal training days take place annually. The costs for membership of the Swiss Financial Planners Association are also covered by FINA, so that congresses and conferences can be attended at a reduced price.
• Participation: The management is elected annually. Every employee has one vote. Ideas may be contributed by everyone. Decisions that require large resources are made democratically with participation.
Are you interested in this versatile position and looking for a long-term challenge in a growing company? Then we look forward to receiving your complete application documents (cover letter, CV, certificates and diplomas) by email (jobs@fina.ch) or via the contact form on our website. For the first mutual impression and to get to know each other, we conduct an approx. 15-minute video call via Teams.
