AA Group Financial Consulting AG
Rotkreuz
Junior Consultant M/F
- 23 April 2024
- 100%
- Permanent position
- Rotkreuz
Job summary
Join aa group as a Junior Consultant in financial consulting! Experience growth and a supportive work environment.
Tasks
- Help clients navigate complex financial markets and personal needs.
- Provide tailored financial advice to individuals and families.
- Complete a comprehensive training program to become a certified advisor.
Skills
- No specific education required; training provided by aa group.
- Strong communication and interpersonal skills are essential.
- Ability to analyze financial situations and offer solutions.
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About the job
The market for holistic financial advice has immense growth potential.For example, private wealth increases annually through inheritances, while rising health insurance and property insurance premiums, increasing taxes, high rents, and fluctuations in capital markets additionally unsettle citizens. These issues, as well as the size and complexity of the financial market, make it difficult for many people to maintain an overview. They need a specialist with insight and holistic know-how who tailors all offers to personal needs.
Finding and optimally combining the best for the individual or a family characterises the consultant of the aa group. Working as a neutral and independent financial adviser is a profession with a future, as the need for a personal contact person in comprehensive and individual advice will continue to play an important role in the financial sector in the coming years.
Those interested in the profession of financial adviser can learn this recognised profession through a well-structured training programme of about one year at the aa group, thereby opening up promising career and income opportunities. Even more importantly: as a financial adviser, you are a helper to people. Hardly anyone today has an overview of their finances, existing contracts, products, and tax frameworks. Financial advisers are therefore more in demand than ever. A great opportunity for anyone who enjoys helping others.
The training at the aa group meets the highest standards, is modular, and covers all areas of the financial sector. An external course for the Dipl.Financial Adviser IAF complements the internal training. In an initial part-time test phase, you will learn the basics of the "financial consulting" service. This involves understanding the entire service offered by the aa group as well as the fundamentals of communication for building customer relationships.
In this phase, you will get to know the professional profile of the financial and pension adviser and can successfully attend initial client appointments together with your manager. This lays the first foundation for building your career as an entrepreneur within the company.
Have we piqued your interest?
We are happy to assist you.
Mr Dominik Schädler
Team Manager
looks forward to your contact
dominik.schaedler@aagroup.ch
041 784 45 84
