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Independent Wealth Planning Advisor

Job in Zürich, 8081, Zurich, Kanton Zürich, Switzerland
Listing for: Karriereportal smzh
Contract position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Corporate Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 180000 CHF Yearly CHF 120000.00 180000.00 YEAR
Job Description & How to Apply Below
Location: Zürich

Karriereportal smzh sucht eine Beraterpersönlichkeit, die Kundinnen und Kunden bei komplexen finanziellen Entscheidungen begleitet. Aus einer ganzheitlichen Analyse entwickeln Sie klare, tragfähige Entscheidungsgrundlagen.

Im Zentrum stehen Vermögen, Vorsorge, Steuern, Immobilien, Finanzierung, Erbrecht und Liquidität, um ein belastbares Gesamtbild zu schaffen. Die Rolle ist konsequent beratungsorientiert, anspruchsvoll und bietet Freiraum für unternehmerisches Denken in einem unabhängigen

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