Finanzberater - OST (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 (independent planning)
Builds
Customized financial plans
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, communication, reliability, use of office technology
Preferred skills
Recommendation marketing
Responsibilities
Assess client situations, evaluate data with back-office support, conduct professional advice and follow-up, acquire new clients via referral marketing
Seniority
Individual contributor