Finanzberater (m/w/d)
On-site
Core
Independent and holistic financial planning for individual clients, developing tailored financial plans that address current needs and future goals.
Role type
Financial Advisor (IC)
Builds
Customized financial plans and client acquisition
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, communication, risk assessment, relationship management
Responsibilities
Assess client financial situations, provide professional financial advice and support, acquire new clients through referral marketing, conduct scheduled client meetings