Karriere mit Sinn: Starte als Berater*in für Lebensgestaltung (Quereinstieg möglich)
Core
A career counselor helping individuals improve their financial life planning, including optimizing expenses, planning retirement, and securing risks without sales pressure.
Role type
Financial life planning counselor (career transition role)
Builds
Personalized financial planning solutions for clients
Domain
Financial planning / Career counseling
Deliverable
client delivery
Required skills
Empathy, drive, sense of responsibility, interest in financial topics, communication skills, learning agility
Preferred skills
Experience in sales, retail, or healthcare
Technologies
None stated
Responsibilities
Optimizing client expenses, planning retirement savings, helping clients achieve home ownership goals, assessing and mitigating financial risks
Seniority
Entry-level, open to career changers