Consultant/ Senior Consultant M/F from 80%

About the job

At FINA Financial Planning Ltd, we develop comprehensive and independent financial plans for small businesses and private households. Our approach is based on core values: individuality, transparency, and sustainability. We support our clients in the six key areas of their finances: taxation, pension provision, investments, insurance, mortgage financing, and legal security.

What we offer:

• Complete integration: benefit from a structured learning phase with the support of experienced experts.
• Meaningful work: thrive in an inspiring and committed environment.
• Exceptional development prospects, with the opportunity to actively contribute to our success.
• Fair remuneration: attractive fixed salary, complemented by participation in the company’s success.
• An entrepreneurial future: access to company equity participation options.

Your tasks:

• Advise our clients in the six key areas of financial planning.
• Develop and retain your client portfolio.
• Actively contribute to the growth and development of the company.

Your profile:

• Experience as a certified financial planner (with federal diploma) or qualified financial advisor (IAF).
• Or training in the financial sector (banking, insurance) or a degree in economics, management, or law.
• Team spirit, dynamism, and motivation.
• Fluency in French (written and spoken), with knowledge of English or German as an asset.

Interested?
Send us your complete documents (cover letter, CV, certificates, and diplomas) by e-mail to jobs@fina.ch or via the contact form on our website.
We look forward to meeting you!

Discover what makes us unique as an employer.
http://www.fina.ch/jobs

Dive into our unique corporate philosophy here:
Working at FINA