Zürich
Last quarter
Financial Planner
- Publication date:19 June 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Zürich
About the job
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Financial Planner
(80% - 100%)
Description
As the largest regional bank in the canton of Zurich, we are present with twelve branches and over 180 employees in the Zurich Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Welcome to Bank Avera.
For our advisory center in Wetzikon, we are looking to strengthen the team immediately or by arrangement with a motivated and reliable personality as a Financial Planner, 80% - 100%.
Financial planners advise private customers regarding their retirement. They prepare pension analyses and develop needs-oriented financial and action plans. Within the bank, financial planners also act as a contact and support point for customer advisors on professional questions related to pension topics.
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