Senior Financial Services Consultant, Winterthur

Senior Financial Services Consultant - Remote | Advisory&Leadership Development Path

We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced professionals based in the United States who are interested in applying their background in a more flexible, advisory-focused setting. From the outset, this opportunity includes a structured pathway not only for client-facing advisory work but also for individuals interested in developing leadership capabilities, including mentorship and team development

within a brokerage-style model. This opportunity is designed for individuals

with prior experience in financial services, banking, lending, or client-facing financial roles

who are exploring a role that emphasizes client education, long-term relationship development, and professional growth. Through a structured onboarding and training process, you will work with individuals and families to better understand their financial goals and assist in developing personalized financial approaches. These may include areas such as debt consolidation, retirement planning, college savings, insurance, long-term care, investments, and related strategies.This role also provides the opportunity to take on additional responsibilities over time, including mentorship and team support, based on performance and experience.

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