Finanzplaner/in (m/w/d) für Private Finanzplanung
Core
Private financial planning, financing advisory, and grant advisory for clients.
Role type
Financial planner (IC)
Builds
Financial plans and financing solutions for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Banking knowledge, business administration, IT affinity, basic tax law knowledge, independent work style, problem-solving, communication, service orientation
Preferred skills
CFP certification, willingness to continue training, openness to modern office strategy