Certified Financial Planner - Switzerland

Job Summary

A company is looking for a Certified Financial Planner located in Switzerland.

Key Responsibilities

• Meet and engage with clients remotely to provide guidance on financial topics
• Advise on and adapt financial planning methodologies relevant to Switzerland
• Participate in team meetings to enhance the digital experience and lead engagement campaigns

Required Qualifications, Training, and Education

• Certified Financial Planner or equivalent certification
• Fluent in English, both written and spoken
• Passion for educating individuals about financial management
• Ability to manage multiple tasks and prioritize effectively
• Experience in various areas of personal finance including retirement, budgeting, and investments