Financial Planner, Financial Planner (a)

Financial Planner, Financial Planner (a)
A does not only stand for AKB, but for everyone who works at the most attractive employer in the Canton Aargau in an open-minded and diverse working environment. Although numbers are important to us, you are not a personnel number with us. We offer you an interesting activity with appreciation for your personality.
Within AKB as well as in the application process, we maintain an appreciative and respectful "Du" culture. Dare and address us using "Du".
What awaits you
You mainly develop and control comprehensive financial/pension planning and pension analyses.
In customer conversations, you utilize the sales opportunity offered to you.
For our customer advisors, you are the contact point for specialist questions.
What you bring with you
You have completed higher education in the field of financial planning (e.g., Financial Planner with federal FA, federal diploma Financial Planning Expert, MAS Financial Consulting, SME Financial Expert).
Ideally, you have already been able to apply your knowledge in financial planning in practice in recent years and prove your specialist competence in the process.
A stylish written and oral manner of expression is one of your quality characteristics.
Good user knowledge in Word and Excel is required; knowledge of the financial planning system Allfina would be an additional benefit.
Since you will attend customer appointments in various regions of the Aargauische Kantonalbank, a driving license Cat. B is indispensable.
You enjoy working in a team and at the same time have an independent and solution-oriented way of working. jpidad030fajm jit0833jm jiy26jm