Junior Financial Consultant - Kundenaufbau / Finanzkonzepte (m/w/d)
Remote
Core
Build your own client base and develop tailored financial strategies for individuals and businesses based on their financial situation and goals.
Role type
Junior Financial Consultant (Client Acquisition & Strategy)
Builds
Customized financial plans and insurance solutions for private and corporate clients
Domain
Financial Advisory / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, strategic planning, client relationship management, solution design, independent work, business development
Preferred skills
Maklerlizenz (Broker License), economic background, C2 German proficiency
Technologies
Financial planning tools, CRM systems