Finanzberater NRW (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 proprietary call center and office support
Preferred skills
None stated
Technologies
Proprietary call center software, modern office IT
Responsibilities
Capture and analyze client financial situations, provide professional financial advice and support, acquire new clients through referral marketing, conduct scheduled client meetings
Seniority
Individual Contributor