Financial Advisor or Financial Planner (m/f/d) Location Zurich

About the job

What it is about

You prefer sitting at the table with people rather than in front of a product catalogue. You want to know how someone lives, what they plan, and what keeps them awake at night before you talk about solutions. And you want to stand by what you recommend.

That is exactly how we work. FINA is an independent FINMA-regulated financial planning company with eight locations and clients throughout Switzerland. We own ourselves. That means: no corporate directives and no sales quotas for a specific product.

Your daily routine

• You conduct advisory meetings independently from the initial assessment to implementation.
• You actively build your client base in Zurich and additionally use our client enquiries. Recommendations arise because people like to talk about you.
• You manage the existing client base, use recommendations, and openly approach new contacts.
• You combine pension provision, taxes, investment, mortgage financing, insurance, and law into a coherent plan.
• You contribute to the development of the location. Those with ideas are heard here.

What you bring with you

• Qualification as certified financial advisor IAF (ideally financial planner with federal diploma) or on the way there
• Registration in the FINMA and VBV registers
• Solid advisory experience and a confident, reliable manner
• Genuine joy in people: You listen, ask questions, and sense what is unspoken
• High quality standards: A thorough plan is more important to you than a quick conclusion
• Strong implementation skills: Instead of just waiting for client enquiries, you also take initiative
• Fluent German or Swiss German, additional languages are a plus

This is not for you if

• You prefer processing files rather than being in direct contact with clients
• You wait for instructions instead of acting on your own initiative
• You see advice purely as a quick product sale

What you get with us

• Real personal responsibility: Your client base, your decisions, your results
• Independence: You advise in the best interest of the clients, completely free from product pressure
• Short paths: Direct line to management and quick decisions
• Targeted support: FINA as a platform to further your professional education and personal development and growth

Does the role suit you?

Then send your complete application documents with cover letter, CV, references, and diplomas directly via the contact form at www.fina.ch.