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Senior Financial Planner - Hybrid Wealth Tech Strategy
Job in
1293, Bellevue, Genève, Switzerland
Listed on 2026-01-09
Listing for:
Range
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A dynamic wealth management platform located in Bellevue seeks an experienced financial planner to craft personalized financial plans and advise members on their financial goals. This role emphasizes collaboration with a team of wealth advisors and integration with technology to enhance service delivery. Candidates should have 5-8 years of client-facing experience in financial services, strong organizational skills, and relevant certifications.
Benefits include comprehensive health coverage and a hybrid work environment.
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Position Requirements
10+ Years
work experience
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