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Teilzeit Finanzberater – Vorsorge & ETFs (Hybrid
Job in
8400, Winterthur, Kanton Zürich, Switzerland
Listed on 2026-08-24
Listing for:
Convit Central GmbH
Full Time, Part Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Convit Central GmbH sucht Finanzberaterinnen und Finanzberater (Teilzeit) mit Fokus auf 3a/3b, ETF-Sparpläne, Vorsorgefonds und Budgetplanung. Quereinstieg willkommen; keine klassischen Versicherungen.
Sie beraten Privat- und Geschäftskunden zu Vorsorge-, Spar- und Anlagelösungen, analysieren Bedürfnisse, erstellen individuelle Konzepte und führen Online- sowie Vor-Ort-Termine durch. CRM-Nachbearbeitung inklusive.
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