Conseiller/ère en planification financière (junior) – mentoring
Convit GmbHBern, Switzerland • Biel/Bienne, Bern, Switzerland
Posted May 16, 2026
18000 - 90000 CHF
Full Time
About the Company
Convit Central GmbH
Job Description
Join our finance & previsions consulting team as a Junior Financial Planning Advisor, focusing on solutions 3a/3b, savings plans, and budget optimization, with a goal to obtain VBV certification.
Requirements
- Analyzing client needs
- Proposing savings/previsions plans
- Conducting appointments
- CRM documentation
- Portfolio development
Benefits
- Free VBV training
- Flexible hours
- Career path (junior -> senior)