CareerPlan

Quereinstieg zum Vermögensberater (m/w/d)

Tiefenbach, Kreis Passau, BAYERNFull-time2025-04-30 → 2026-11-10

Core

Helping private and business customers build financial security and wealth through tailored financial strategies.

Role type

Financial advisor (entry-level/career changer)

Builds

Customized financial solutions and long-term client relationships

Domain

Financial services / Wealth management

Deliverable

client delivery

Required skills

Financial analysis, strategic planning, relationship building, communication, self-motivation, entrepreneurial thinking

Preferred skills

Prior experience in finance