Financial Planner

Financial Planner For Raiffeisenbank Regio Frick-Mettauertal, a successful, locally oriented and innovative bank with branches in Eiken, Gipf-Oberfrick, Herznach, Gansingen and Stein, we are looking for an independent, committed and service-oriented personality as Financial Planner 80% - 100% (m/f/d). Financial Planner What awaits you? Conducting initial consultations: Holistic and customer-centric 360-degree needs analysis to identify financial customer needs and to maximize customer potential Development of needs-based solutions that incorporate individual needs, goals, wishes and life situations of customers Competent and holistic financial planning in compliance with the strategic objectives and regulatory requirements of the bank Collaboration and planning of target group-specific market development measures, especially for campaigns, meetings, events and representative tasks Proactive support of our customer advisors: Support with customer book planning and discovering new potentials What do you bring with you? Banking vocational training with higher continuing education and completion as a Financial Planner with a federal diploma (eidg. Fachausweis), MAS in Financial Consulting (CFP) or federal finance planning expert NDS HF Several years of experience in financial and pension planning, preferably also financial planning for entrepreneurs Ideally experience with the financial planning software Allfina/Logismata Motivation to successfully develop the Financial and Pension Planning department into the future together with the team Teamwork and entrepreneurial thinking with strong customer orientation, negotiation skills, communication skills and a confident manner We maintain a family-like environment The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture creates personal closeness and equality across all functional levels. We live diversity and equal opportunity We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success. We promote personal and professional development Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external continuing education. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties as well as above-average pension benefits. And now it is your turn! send us your CV, your certificates and proofs of your initial and continuing education. In addition, answer the following three questions. A cover letter? You can save yourself that. 1. Which successes make you ready for this challenge? 2. What framework conditions do you need in order to achieve great things? 3. What is not in your CV but is exciting for us? Do you have questions? For content-related questions regarding the position: Tamara Team Leader Financial Planning +41 (62) 8654478 For questions regarding the application process: -Freudiger Team Leader HR / Staff +41 (62) 8654413 We look forward to your online application About us jpid6fd3652jm jit0832jm jiy26jm