Independent Investment Advisor

Independent Investment AdvisorEveron, a FINMA-regulated Swiss Asset Manager, is seeking Investment Advisors who want to manage their client book independently while benefiting from Everon’s industry-leading support system.BenefitsIndependence: As an Investment Advisor with Everon, you have full control over your client relationships and investment strategies, giving you the freedom to offer personalized services to your clients.Operational and Administrative Support: Everon takes care of all operational tasks, including compliance, client onboarding, KYC, and coordination with custodian banks. This enables you to focus on building and nurturing client relationships.Customizable Portfolio Management: You can either use Everon’s investment strategies or create your own, offering you full flexibility in managing your clients’ portfolios.Unlimited Earnings: There’s no cap on how much you can earn. Your success directly translates into higher rewards and greater income.Technology Platform: Everon provides an advanced platform that allows you to onboard clients, track portfolio performance, and manage investments all in one place, offering you the tools needed to serve clients efficiently.Tailored Financial Products: Everon can create custom financial products on request, providing you with the flexibility to meet the unique requirements of your clients.Award-Winning Service: Everon was named the Best Wealth Manager in Switzerland in 2025 by Bilanz, reflecting our high standards and excellent service.Client Relationship Retention: You keep the relationship with your clients, ensuring you maintain the trust and connection you've built over time.QualificationsExperience and Client Book: You have a proven track record as an Investment Advisor or Relationship Manager, with years of experience in the financial industry and a strong, established client book.Entrepreneurial Mindset: You approach your work with an entrepreneurial mindset, always looking for new opportunities and ways to grow your business.Relationship-Building Skills: You excel at managing and growing client relationships, with a strong ability to generate new business.Language Skills: You are fluent in either English or German, both oral and written.About EveronBased in Zurich, Everon is a FINMA-regulated asset manager that simplifies and enhances the advisory process. Our platform reduces administrative and regulatory burdens, allowing you to focus on serving your clients while providing a scalable solution for portfolio management and access to a wide range of financial products.