Quereinsteiger/in Finanzberatung für Familien (m,w,d)
Core
Financial advisor for families, helping them define financial goals, increase income, reduce expenses, and achieve long-term financial security.
Role type
Financial advisor (family finance focus)
Builds
Financial strategies and plans for individual families
Domain
Personal Finance / Family Finance
Deliverable
client delivery
Required skills
Needs analysis, financial strategy development, income generation strategies, expense reduction planning, budgeting, insurance optimization, credit optimization, energy cost optimization, clear communication
Preferred skills
Sales experience, consulting experience, finance experience, relevant certifications in financial advice, insurance, or taxes
Technologies
Digital tools, video calls, email
Responsibilities
Analyze family financial situations and goals, develop individual financial concepts, collaborate with team and external partners, provide online and remote counseling via phone/video/email
Seniority
Entry-level / Career switcher