Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 100'000 |
| 3-5 yrs | CHF 90'773 |
| 6-8 yrs | CHF 90'009 |
| 9-11 yrs | CHF 100'012 |
| 12-21 yrs | CHF 107'911 |
| 21+ yrs | CHF 111'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
Finanzplaner/in BP
You advise clients on optimal asset management and financial planning
01 · Overview
What this profession is about
You analyze assets, create investment concepts, and advise clients on investments and retirement planning.
You accompany people on their path to financial independence. You carefully check existing assets for profitability and risks. Together, you develop individual financial plans and explain complex matters clearly. Whether stocks, real estate, or retirement planning – you find the right solution for every life situation. Your knowledge protects wealth and secures the future.
FieldBusiness, Administration & Tourism
Education pathContinuing Education Profession
IndustryBanking & Insurance
Swissdoc 0.615.4.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Finance Manager. Based on 1,659 observations, updated 7 months ago.
Salary trend
-5% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 105'083 |
| 2017-2019 | CHF 96'671 |
| 2020-2022 | CHF 98'909 |
| 2023-2025 | CHF 100'000 |
Top earning cantons
View as table
| Canton | Salary | Obs. |
|---|---|---|
| Geneva | CHF 122'666 | 110 |
| Neuchâtel | CHF 116'929 | 13 |
| Schaffhausen | CHF 114'625 | 12 |
| Zug | CHF 112'370 | 66 |
| Schwyz | CHF 110'000 | 29 |
| Vaud | CHF 106'277 | 132 |
Top paying industries
View as table
| Industry | Salary | Obs. |
|---|---|---|
| Chemicals / Pharmaceuticals | CHF 138'000 | 77 |
| Medical Technology | CHF 136'000 | 29 |
| Consumer / Luxury goods industry | CHF 130'000 | 45 |
| Machine / System construction | CHF 110'000 | 42 |
| Industry various | CHF 107'561 | 111 |
| Media / Printing / Publishing | CHF 106'998 | 16 |
03 · Pathway
How to enter and grow
Swiss training pathway available in the full profile
- 🎓 Finanzplaner/in mit eidg. Fachausweis
Official education path
Access is through part-time courses and exams at the Institute for Financial Planning, which you complete with the federal professional certificate.
Typical training path
Finanzplaner/in mit eidg. Fachausweis
Prerequisites
- eidg. Fähigkeitszeugnis (EFZ) or equivalent qualification and 2 years of professional experience in the financial services sector
- eidg. Berufsattest (EBA) and 5 years of professional experience, including 2 years in the financial services sector
- at least 5 years of professional experience in the financial services sector
- Proof of the required module completions or equivalency certificates
Where this can lead
Lateral entry is possible if you already have commercial initial training and relevant professional experience.
04 · Skills & fit
What it takes
Required skills
- Analytical thinking
- Advisory skills
- Attention to detail
- Building trust
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
You sit at your desk and analyze current market data for an important client file. Afterwards, you call the person to discuss the new investment recommendations and the changed tax situation.
- You analyze the entire wealth of your clients for profitability and risks.
- You create detailed financial plans and visualize the current and desired situation with graphics.
- You research in specialist journals and check the tax aspects of different investment instruments.
- You advise clients specifically on real estate purchases, retirement insurance, and cash investments.
- You process transfers and open accounts for securities.
- You keep the files up to date and explain the matter in writing.
Working conditions
You work mainly in the offices of banks or insurance companies. Occasionally, you also represent your clients at their locations or at external appointments.
Where to learn
- IfFP Institut für Finanzplanung Bernerstr.Süd 169, 8048 Zürich
- IAF Interessengemeinschaft Ausbildung im Finanzbereich Bernerstr.Süd 169, 8048 Zürich
- Finanzplaner Verband Schweiz FPVSMünzgraben 6, 3001 Bern
- Schweizerischer Finanzberaterverband SFBVHungerbüelstrasse 23, 8500 Frauenfeld
Strengths
- Analytical thinking
- Advisory skills
- Attention to detail
- Building trust
Trade-offs
- Regulatory pressure
- High responsibility
- Stressful periods
- Competitive pressure
06 · Similar
