Statt Bank oder Versicherung: deine berufliche Chance als Finanzcoach (m/w/d)
Core
Independent financial advisor building and managing a personal client portfolio to provide holistic financial planning for retirement, risk protection, and wealth accumulation.
Role type
Independent financial advisor (wealth management)
Builds
Personal client portfolios and individual financial concepts
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, retirement planning, risk management, sales, client relationship management, financial product knowledge
Preferred skills
Prior experience in banking or insurance, economic studies, self-motivation, result-orientation
Technologies
Digital tools, marketing platforms