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Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Finanzplaner & Vermögensberater

Job in 4500, Solothurn, Kanton Solothurn, Switzerland
Listing for: Helvetia Insurance Switzerland
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 CHF Yearly CHF 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Helvetia Insurance Switzerland sucht einen erfahrenen Finanzplaner (m/w/d) zur eigenständigen Erarbeitung komplexer Finanzplanungen für Kunden der Bank und Versicherung. Die Rolle umfasst die Qualitätssicherung im Team sowie Unterstützung bei der Akquisition neuer Kunden. Ideale Kandidaten haben eine Bankausbildung, eine Weiterbildung als Finanzplaner, und mindestens 5-10 Jahre Erfahrung in der Finanzplanung. Hohe Kundenorientierung und ausgezeichnete Kommunikationsfähigkeiten sind ebenfalls erforderlich.
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Position Requirements
10+ Years work experience
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