Finanzberater (m/w/d) - Einstieg mit Perspektive (German Speaking)

Position Overview

Do you excel in organization, enjoy working with numbers, and have a passion for advisory services? In this role, you will assess the financial status of private clients, craft customized financial plans, and nurture long-lasting client relationships built on trust. You will embrace responsibility, maintain structured workflows, and become part of a dependable team that values clarity, reliability, and sustainable solutions.

Key Responsibilities

• Assess and analyze the financial situations of private clients.
• Create tailored financial and retirement planning solutions.
• Establish enduring client relationships based on trust.
• Provide support on significant financial decisions such as retirement provision, insurance coverage, and wealth accumulation.
• Leverage digital advisory tools and contemporary communication methods.

What We Offer

• Comprehensive onboarding and hands-on training sessions.
• Proven success framework with well-defined processes.
• Flexibility and autonomy in shaping your workday.
• State-of-the-art digital tools to enhance productivity.
• Structured induction program to facilitate a successful start.

Our Core Values

• Reliability: We uphold our promises towards clients and colleagues alike.
• Clear Structures: Defined procedures with explicit responsibilities.
• Team Spirit: Collective success through collaboration and mutual support.

Candidate Profile

• Completed commercial training or relevant academic degree is preferred.
• Genuine interest in financial topics and advisory roles.
• Strong communication skills and enjoyment in interacting with people.