Finanzberater (m/w/d) - Finanzierung & Investment
Core
Independent financial advisor building a client portfolio and providing holistic financial planning for private households.
Role type
Independent sales agent / financial advisor
Builds
Individual financial solutions (provision, insurance, investment, financing, real estate) for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, sales, financial analysis, strategic planning, self-management
Preferred skills
Leadership, coaching, continuous learning
Technologies
Modern consulting and analysis concepts
Responsibilities
Building and maintaining a long-term client base, analyzing individual life situations, developing tailored financial strategies, participating in training programs, taking on leadership and coaching tasks with experience