Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing comprehensive financial advice on asset management, financing, and insurance to customers via on-site consultations and digital tools.
Role type
Financial advisor (IC)
Builds
Personalized financial solutions for individual clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer acquisition, holistic needs analysis, independent work, complex problem solving, German language (C2)
Preferred skills
Entrepreneurial mindset, digital interest
Technologies
Digital advisory tools