Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-oriented financial advice and asset management to customers using both in-person and digital tools.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, digital tool usage, client relationship management
Preferred skills
Entrepreneurial mindset, self-confidence