Finanzcoach m/w/d (mit Traineeprogramm)
Core
A structured trainee program to develop financial coaches who provide transparent, secure, and future-oriented financial planning and personality development to clients.
Role type
Trainee Financial Coach
Builds
Financial coaching services and client financial plans
Domain
Personal Finance / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, client consultation, personality development, team building, communication, reliability
Preferred skills
Entrepreneurial mindset, desire to add value to others, willingness to learn, self-motivation
Responsibilities
Conduct client consultations, create financial plans, support client personality development, participate in team building activities
Seniority
Trainee, structured learning program