Finanzmakler (m/w/d)
Core
Provide comprehensive financial planning and advisory services to a selected client portfolio covering pension, risk protection, wealth management, real estate, and financing.
Role type
Independent financial advisor / broker (partner track)
Builds
Financial advisory services for private and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, risk management, wealth management, real estate advisory, financing advisory, client relationship management, business development
Preferred skills
Entrepreneurial mindset, team collaboration, value-based advisory approach
Technologies
Financial planning tools, CRM systems
Responsibilities
Advise clients on pension, risk protection, wealth, real estate, and financing; develop and grow the client portfolio; work as an independent partner within a team office; support business continuity and succession planning