IAF Financial Advisor - Retirement Planning | Conseiller(ère) Financier(ère) IAF - Planification Retraite

• 10 June 2026 • 100% • Indefinite duration • CHF 140-000 min. / year • German (mother tongue), French (current) • Rue du Jura 23, 2900 Porrentruy SWISS SERENITY HOLDING SA Whole Switzerland · Permanent employment Home office and customer appointments IAF Financial Advisor - Retirement Planning *IAF Financial Advisor · Bilingual FR / DE · German- and Western Switzerland* Swiss Serenity Holding SA Swiss Serenity Holding SA is a Swiss company based in Pruntrut, leading in the search and placement of pension funds as well as active in mortgage brokerage and retirement planning. Digital and innovative, our structure combines expertise with advanced technology solutions to offer our customers first-class advice. Over several years, we have built up an active base of over 135,000 users on our platforms, which we make available to our advisors. At Swiss Serenity, we cultivate a demanding, positive, appreciative, and stimulating work environment. Professional development, team spirit, and personal ambition are lived reality. We create the best conditions for our employees to achieve top performance and reach their professional and personal goals. The position You join a solid structure and benefit from a rare advantage in our industry: from your first day, you will receive a portfolio of qualified prospects with concrete consulting needs. The prospects have already scheduled an appointment to take advantage of your consulting services. Your task is to accompany private individuals in their retirement planning: analyze their situation, develop customized solutions for investing their pension capital (2nd pillar), and build a long-term trust relationship. • Customer appointments take place at the customer's location or via video conference. The rest of the time you work in the home office. • Comprehensive asset and pension analysis • Presentation and consulting on individually tailored solutions • Independent and free appointment management • Appointments are organized by our internal customer service. Your calendar fills up automatically - you focus on consulting and don't have to acquire new customers. • Participation in team meetings and internal events You have the freedom to make the most of the portfolio and tools. What you achieve is up to you. Remuneration + What we offer • Fixed salary + variable commissions (commission advance by agreement), estimated annual salary over CHF 130,000.- for high-performing profiles, with potential over CHF 200,000.- per year • Monthly salary • 5 weeks paid vacation • Company car, phone, and computer • State-of-the-art technology solutions: CRM, reporting, portfolio management. Everything is designed to enable you to work quickly, efficiently, and smoothly. • Appointments provided by our customer service. No cold acquisition. • Flexible working hours and full autonomy in time management • Team meetings, team building, healthy and demanding work environment • Permanent employment with trial period The sought-after profile We are looking for independent, committed, and results-oriented professionals. People who take the initiative, invest in their personal development, and approach every task with positivity, enthusiasm, care, and ambition. People who are coachable, willing to learn, reliable, and independent. High ethics and a winner mentality are required. If you recognize yourself in these criteria, we look forward to your application. Otherwise, we thank you for your interest in Swiss Serenity. We are looking for profiles that are available immediately or in the short term. Requirements: • IAF diploma is mandatory • Proven experience in financial consulting, pension planning, and sales is desirable French language skills are mandatory, as internal communication and management are in French. Bilingualism in French and Swiss German is a big plus. Valid driver's license You are: • Independent, organized, and careful: you manage your priorities without supervision • Punctual and reliable. Your commitments are always met • Well-groomed in your appearance and professional demeanor • Skilled in customer contact: you know how to listen, convince, and build long-term relationships • Committed to your personal and professional development in the long term Our selection process The process takes place in three clear steps: Step 1 - Collective interview via video conference The candidates selected based on the documents will be invited to a group round via video conference or as a recording. In this meeting, you will learn more about the position, the company, and the working conditions. Step 2 - Individual interview via video conference An individual interview via video conference will be conducted with the selected candidates. The goal is simple: to get to know you, understand your career path and your suitability for the position better. Step 3 - Personal meeting We will meet the selected candidates in person and make our final decision. Application Take the time to get to know us before sending your application. Your application must include a resume, a cover letter to Robin Bader, President of Swiss Serenity Holding SA, and a copy of your IAF diploma. Incomplete applications will not be considered. We look forward to getting to know your career path and reviewing your application. \---------------------------------------------------------------------------------------------------------------------------------------------------- Conseiller(ère) Financier(ère) IAF - Planification Retraite *Conseiller Financier IAF · Bilingue FR / DE · Suisse romande et alémanique*