DVAG Finanz- und Vermögensberater (m/w/d)
Core
Individual financial and wealth advisory for private and business clients, developing tailored concepts for retirement, insurance, and asset building.
Role type
Financial advisor (IC)
Builds
Customized financial and wealth management solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, goal orientation, entrepreneurial mindset, interest in finance
Preferred skills
Prior knowledge in finance
Responsibilities
Advise clients on financial and wealth questions, Develop tailored concepts for retirement and asset building, Build and maintain long-term client relationships, Organize daily work independently