Finanzberatung (m/w/d) – Schwerpunkt Familien
Core
Family-focused financial advisor providing personalized wealth management, insurance, and pension planning while developing new family-oriented financial education projects.
Role type
Senior IC financial advisor (family focus)
Builds
Individual financial concepts for families and private households
Domain
Financial services / Family wealth management
Required skills
Financial planning, client relationship building, financial education, creative project development, business thinking
Preferred skills
Experience in banking/insurance/finance, leadership potential, long-term growth mindset
Technologies
Financial planning tools, communication training platforms
Responsibilities
Analyze personal and economic situations to develop individual security and wealth-building concepts, build trusting relationships with families, communicate financial topics clearly, develop creative ideas for family events and customer communication, participate in financial education projects for families, gradually take over responsibility areas, mentor and develop team members
Seniority
Mid-level to Senior, hands-on IC with leadership track