Finanzplanerin (alle) 80-100%

Migros Bank in Zürich seeks a mid-level Financial Planner (80-100%) to provide independent consulting and support customer advisors, requiring German fluency and relevant advisory experience.

This position centers on applying a genuine passion for financial planning to assist clients in making informed decisions regarding their long-term provisions. The role emphasizes creating tailored solutions for each customer while actively driving the growth of financial planning services within the region.

Responsibilities

• Provide independent financial consulting and present comprehensive plans, which may involve travel.
• Collaborate closely with customer advisors to ensure seamless service delivery.
• Guide and mentor customer advisors throughout the financial planning process.
• Actively expand the financial planning business footprint in the assigned region.
• Deliver expert presentations at various customer events.

Requirements

• Possess two to five years of professional experience in financial advisory or planning.
• Hold an Eidg. Fachausweis (Federal Vocational Certificate) or equivalent training in financial planning.
• Have prior experience in customer advisory roles within a bank or financial services environment.
• Demonstrate fluent proficiency in German.

Nice to have

• Show enthusiasm for holistic advisory services and financial planning.
• Display strong communication abilities and a professional demeanor.
• Enjoy coaching, supporting, and developing the skills of customer advisors.
• Exhibit entrepreneurial thinking and a strong ability to close deals.
• Work in an independent, structured, and solution-oriented manner.

What the company offers

• A centrally located workplace with optimal accessibility.
• Modern, ergonomic infrastructure designed for a futuristic work environment.
• Flexible work arrangements with individual opportunities for home office.
• Childcare support providing up to CHF 300 per month for each child in external care.
• An attractive pension fund featuring above-average employer contributions.
• Preferential conditions for accounts, mortgages, and financial services through Migros Bank.
• Accumulation of up to 5 additional Cumulus points per franc of purchase value.
• One extra week of vacation per year for executive members.
• Financial contributions for attractive external further training opportunities.

About the company

The organization fosters a culture defined by lived team spirit and transparent communication. Hierarchies remain transparent, encouraging open exchange across all levels of the company.

• Promotes a strong sense of team spirit supported by open communication.
• Maintains transparent hierarchies that facilitate cross-level dialogue.