Senior Finanzberater (m/w/d) für Akademiker
HybridFreelance / independent contractor
Core
Senior financial advisor for academics who manages an existing high-value client portfolio and provides advice on investments, wealth management, real estate, financing, and risk protection.
Role type
Senior independent financial advisor
Builds
Client portfolios and financial solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Multi-year experience advising private clients, ability to explain complex topics in German, customer orientation
Preferred skills
Degree or training in banking, finance, or insurance
Technologies
Digital advisory tools, online contract signing platforms
Responsibilities
Manage and develop an existing client portfolio, advise clients on investments and wealth management, expand the client base, continuously update knowledge
Seniority
Senior, independent contractor
