Finanzberater/Vermögensberater (m/w/d)
Core
Independent financial advisor building and managing a personal client portfolio to provide comprehensive financial planning, risk protection, and wealth accumulation strategies.
Role type
Independent financial advisor (sales-driven)
Builds
Individual financial analysis and tailored wealth management concepts for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Entrepreneurial mindset, self-management, high self-motivation, sales experience, interpersonal skills, interest in finance and economics
Preferred skills
Existing professional network, leadership potential
Technologies
Financial planning tools, CRM systems
Responsibilities
Building and maintaining a personal client base, creating individual financial analyses and tailored concepts, providing holistic advice on risk protection and wealth building, long-term client accompaniment across life phases, working independently with entrepreneurial freedom
Seniority
Entry-level to Senior (career path to leadership)