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Vorsorge/Finanzen Berater – Hybrid & Weiterbildung
Job in
Illnau-Effretikon, Switzerland
Listed on 2026-08-24
Listing for:
Convit Central GmbH
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Convit Central GmbH sucht einen Sales Consultant Vorsorge/Finanzen in Hybrid-Form. Einstieg in Beratung, Fokus auf 3a/3b, ETF-Sparpläne, Vorsorgefonds, Vermögensaufbau und Budgetplanung. Einsatzregion Zürich/Illnau-Effretikon; 10–100% Pensum, Deutsch mind. B2+.
Zu den Aufgaben gehören Beratung, Bedarfsermittlung, Erstellung individueller Konzepte und Dokumentation im CRM. Flexible Arbeitszeiten, Mentoring, Einarbeitung und interne Weiterbildung werden geboten.
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