Quereinstieg in die Finanzberatung (m/w/d): selbstständig mit Ausbildung im Team, Mönchengladbach
Freelance / independent contractor
Core
Independent financial advisor for private households, helping clients optimize expenses, plan retirement, prepare for home ownership, and secure risks without sales pressure.
Role type
Independent financial advisor (career switcher)
Builds
Personalized financial advisory services for private households
Domain
Financial advisory / Wealth management
Deliverable
client delivery
Required skills
Interest in finance, communication skills, learning agility, reliability, self-initiative
Preferred skills
None stated
Technologies
None stated
Responsibilities
Guide clients through financial planning, optimize expenses, plan retirement, prepare for home ownership, secure risks
Seniority
Entry-level, self-employed