Career Changer Financial Advisor (m/f/d)

Permanent | German-speaking Switzerland

Introduction

For an established consulting company, we are looking for committed and communicative personalities who wish to reorient themselves professionally and develop long-term in the field of financial advisory.

No prior training or professional experience in the financial sector is required for this position. You will be comprehensively trained by the company and prepared step-by-step for your future activity as a financial advisor.

PROVIA Executive
Filling key positions with absolute confidentiality and high quality standards. Clear processes. Personal support. Binding results.

Area of Responsibility

• Holistic advice and support for customers in various financial and life matters
• Analysis of the personal and financial starting situation
• Development of individual and demand-oriented financial solutions
• Advisory in the areas of pension, assets, protection, and financial planning
• Long-term support of existing customer relationships
• Building and developing your own customer portfolio
• Cooperation with experienced financial advisors and specialist experts
• Continuous professional and personal development

Desired Profile

• Completed vocational training
• No training or professional experience in the financial sector required – career changers are expressly welcome
• Minimum age 20 years
• Residence in Switzerland
• Enjoyment of interacting and communicating with people
• Entrepreneurial thinking and action
• High willingness to learn and undergo further training
• Independent and structured way of working
• Willingness to perform and motivation to develop long-term
• Professional and convincing appearance

The position offers

• Comprehensive internal company training for entry into financial advisory
• Opportunity for further training up to dipl. Finanzberater/in IAF
• Personal on-the-job coaching by experienced financial professionals
• Structured induction even without finance-specific prior knowledge
• Flexible time management and a high degree of independence
• Independent work in a motivating environment
• Transparent and performance-oriented career and compensation model
• Attractive earning and development opportunities
• Long-term perspectives as a financial advisor
• Opportunity for later specialization or taking on leadership and management functions
• Professional support by PROVIA Executive

Your entry into financial advisory

Are you interested in financial topics but do not yet have the corresponding training? No problem. What matters is your personality, your motivation, and your willingness to learn new things.

The necessary specialist knowledge will be imparted to you as part of comprehensive training. Thus, this position offers ideal prerequisites for motivated career changers who strive for a long-term career in financial advisory.

Discreet application process

PROVIA Executive treats all applications with absolute discretion.