Job in Switzerland: Financial Advisor - Kokomo, United States - Nexus Dynamics

Nexus Dynamics

Verified Company

Kokomo, United States

3 days ago

Posted by:

Savannah Johnson

beBee Recruiter

Description

Job in Zurich:
FINA Financial Planning provides holistic and comprehensive independent financial plans for small businesses and private households.

In a personal, sustainable, and transparent manner, we support our clients and advise them in all six areas of their financial matters:
taxes, retirement planning, protection, investments, real estate financing, and legal security.

Your responsibilities at FINA * After an individual and structured training, you will independently advise clients in one or more of the above-mentioned areas * You contribute and help to develop the company further * You maintain and expand your client base Who has a perspective at FINA? * You have completed an apprenticeship in the financial industry (banks, insurance, fiduciary, tax administration, real estate).

Ideally, you are a financial planner with a federal certificate * Or you have a background in finance and are interested in joining our team.