Finanzberater BW (m/w/d)
Core
Independent and holistic financial planning for individual clients, developing tailored financial plans that address current needs and future goals while managing risks.
Role type
Financial advisor (independent planning)
Builds
Customized financial plans for individual clients
Domain
Financial services / Personal financial planning
Deliverable
client delivery
Required skills
Financial planning, client acquisition via referral marketing, professional communication, risk assessment, use of proprietary call center and EDV systems
Preferred skills
None stated
Technologies
Proprietary call center, modern EDV systems
Responsibilities
Capture and analyze client situations using back-office experts, conduct professional financial counseling and support, acquire new clients through referral marketing, manage appointments via the house call center
Seniority
Individual contributor