Financial Advisor or Financial Planner – Visp Location — Fina Finanzplanung AG
- Location
- Eyholz
- Contract
- Full-time
- Posted
Full description
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meta-viewport: width=device-width, initial-scale=1.0 title: Financial advisor:in or financial planner:in (m/f/d) – Visp location
Financial advisor:in or financial planner:in (m/f/d) – Visp location
What it is about *
You’d rather sit at the table with people than in front of a product catalog. You want to know how someone lives, what they plan to do and what keeps them busy at night before you talk about solutions. And you want to do what you recommend.
That is how we work. FINA is an independent FINMA\-regulated financial planning company with eight locations and customers throughout Switzerland. We belong to ourselves. This means: no group specifications and no closing quota on a specific product.
Your everyday life
- You will conduct consultations independently from the first location determination to implementation.
- You actively build up your customer base in Visp and use our customer inquiries. Recommendations arise because people like to talk about you.
- You edit the existing customer base, use recommendations and openly approach new contacts.
- You combine pension provision, taxes, investment, real estate financing, insurance and law into a plan that fits together.
- You are involved in the development of the location. Anyone who has ideas will be heard by us.
You bring that with you
- Degree as dipl. Financial advisor:in IAF (ideally Financial planner:in with Federal FA) or on the way there
- Entry in the FINMA\ and VBV\ register
- Sound consulting experience and a secure, binding appearance
- True joy to people: You listen, ask and also feel the unsaid
- High quality standards: Clean planning is more important to you than a quick conclusion
- Strong implementation power: Instead of just waiting for customer requests, you also take your own initiative
- Stylistic German or Swiss German, other languages are a plus
This is not for you if
- You prefer to process files instead of being in direct customer contact
- You wait for instructions instead of acting on your own initiative
- You see consulting purely as a fast product sale
What you get with us
- Real personal responsibility: Your customer base, your decisions, your results
- Independence: You advise in the best interest of the customer, without product printing
- Short distances: Direct line to management and quick decisions
- Targeted promotion: FINA as a platform to train you professionally and to develop and develop yourself personally
Does it suit you? *
Then send your complete application documents with letters of motivation, CV, certificates and diplomas directly via the contact form.
![Fina Finanzplanung AG]
- Fina Finanzplanung AG
Cantonal Road 12 3930 Visp
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Questions about this listing
What salary does Fina Finanzplanung AG offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Eyholz is CHF 60'500 - 91'500 gross per year — an estimate, not a figure communicated by Fina Finanzplanung AG. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Fina Finanzplanung AG offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Fina Finanzplanung AG during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Valais?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Valais's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Valais's cantonal migration office or with HR during the application.
How do I apply for this position at Fina Finanzplanung AG?
Use the "Apply now" button on this page — it links directly to Fina Finanzplanung AG's original listing at job-room.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
