Finanzberater RP/SL (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 private 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 EDV systems
Responsibilities
Assess client situations, conduct professional financial counseling, acquire new clients through referral marketing, coordinate appointments via in-house call center