Finanzberater (m/w/d)
Freelance / independent contractor
Core
Providing holistic financial advice including insurance, retirement planning, investments, financing, and real estate to build sustainable client relationships.
Role type
Independent financial advisor (self-employed)
Builds
Personal client portfolios and long-term financial strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, sales, relationship management, self-motivation, adaptability
Preferred skills
Digital tool proficiency, mentoring, continuous learning
Responsibilities
Building a personal client base, providing financial advice, developing client relationships, utilizing digital tools for client access