Finanzberater - NORD (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 / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition via referral marketing, professional communication, risk assessment, use of office-based expert support
Preferred skills
None stated
Technologies
Modern office IT systems
Responsibilities
Capture and analyze client situations, provide professional financial advice and support, acquire new clients through referral marketing, conduct scheduled client meetings
Seniority
Individual contributor