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Financial Planning Associate | Tech-Driven Wealth Platform
Job in
1293, Bellevue, Genève, Switzerland
Listed on 2026-01-10
Listing for:
Range
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial technology company is looking for an individual to support their Financial Planning team. The role will involve onboarding sessions with clients and assisting with their questions. A successful candidate will have experience in financial services, strong organizational skills, and ideally be working towards a CFP®. Comprehensive benefits are offered, including health coverage and a 401k plan.
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Position Requirements
10+ Years
work experience
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