Anlageberater/in
Core
Lead a team of new financial advisors and manage the entire financial advisory scope including investments, insurance, and financing.
Role type
Team Lead / Senior Financial Advisor
Builds
Financial advisory services for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, Financial planning, Investment management, Insurance planning, Financing solutions
Preferred skills
Banking experience, Insurance experience, Management experience
Responsibilities
Lead a team of new employees, Manage client financial questions, Align team growth goals
Seniority
Senior, hands-on IC with leadership