Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice and asset management services to customers using digital tools and in-person consultations.
Role type
Financial Advisor (IC)
Builds
Financial advisory services and investment products for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, digital tool usage, sales, regulatory compliance
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest
Responsibilities
Conduct in-person customer consultations, utilize digital advisory tools, manage client portfolios, develop tailored financial solutions
Seniority
Mid-level, experienced advisor