Finanzberater BY (m/w/d)
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 risk assessments for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition via referral marketing, professional communication, risk assessment, use of office EDV systems
Responsibilities
Capture and analyze client situations, conduct professional financial counseling and support, acquire new clients through referral marketing, manage scheduled client appointments
Seniority
Individual Contributor