Entry into Financial Consulting – Independent Wealth Management

Our customers go into retirement well prepared, invest their money successfully, are optimally protected, and save on taxes, premiums, and fees. This makes us number 1 in independent financial consulting. If you want to write part of our success story, you can find us in Pfäffikon SZ in a central location. Entry into Financial Consulting -- Independent Wealth Management What to expect from us * We optimize the entire wealth situation of our customers. This makes your work more versatile and varied than at other financial service providers. * From day one, you are present at consulting meetings and increasingly take the lead. Together with experienced consultants, you work out how your customers can best provide for themselves, invest money, finance real estate, settle estates, and save taxes. * Questions about money and retirement are at the very top of the worry barometer. With your work, you make a valuable contribution to ensuring that your customers find the right answers to their questions. * The [Trainee-Programm](< >) is a direct entry: In 18 to 24 months, you will acquire everything you need for your work as a consultant. What you bring with you * Ongoing or completed studies at a (technical) university or higher vocational school * Interest in money topics and enjoyment of customer contact * Curiosity, ambition, and a desire for responsibility What we offer you * Because we are growing strongly, many doors are open to you. Shape your path together with us. * Important principles of our success are independence, transparency, fairness, and a refreshingly uncomplicated culture. * With us, you move forward: After the [Trainee-Programm](< >), you advise your own customers. * Most positions are also open for a part-time workload, so that more time remains for further education, family, sport, and projects that are important to you. * Surveys regularly show that employees classify VZ as an above-average positive environment in which they can fully develop. Become part of it! 1 Your contact person j4id10405953a j4it0939a j4iy26a