CareerPlan

Nachwuchsberater (m/w/d)

Gmund am Tegernsee, BAYERNFull-time2026-08-21 → 2026-11-11

Core

Support customers in planning and implementing financial goals, analyze individual needs, and develop tailored solutions.

Role type

Junior financial advisor

Builds

Financial planning solutions and youth market projects

Domain

Financial services

Required skills

Financial planning, customer relationship management, communication, project management, social media

Responsibilities

Support customers in planning and implementing financial goals, analyze individual needs and develop tailored solutions, actively shape advisory processes and customer relationships, participate in training and further education, take responsibility for projects in the youth market, contribute to social media