Finanzmakler (m/w/d)
Hybrid
Core
Independent financial advisor providing comprehensive planning for private and corporate clients in Dortmund.
Role type
Independent financial advisor (broker)
Builds
Financial planning solutions for private and corporate clients
Domain
Financial services
Deliverable
client delivery
Required skills
Financial planning, client acquisition, independent work, value-oriented consulting
Preferred skills
Teamwork, willingness to start a business
Technologies
None stated
Responsibilities
Advise and support an assigned client base in financial planning (provision, security, assets, real estate, financing); Acquire new consulting prospects; Work independently while remaining part of the local advisory team