Finanzberater (m/w/d) - Finanzierung & Investment
Core
Independent financial advisor providing holistic solutions for private households in savings, protection, investment, financing, and real estate.
Role type
Sales representative (outside sales) / Financial advisor
Builds
Individual financial strategies and products for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, sales, financial analysis, strategic planning, relationship management
Preferred skills
Leadership, coaching, continuous learning
Technologies
Modern advisory and analysis concepts
Responsibilities
Building and maintaining a client base, analyzing individual life situations, developing tailored financial strategies, participating in training programs, taking on leadership and coaching tasks with experience
Seniority
Entry-level to Senior, potential for management