Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing comprehensive financial advice and customer care for investment, financing, and insurance needs using both in-person and digital tools.
Role type
Financial advisor (IC)
Builds
Client relationships and financial solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, digital tool usage, complex problem explanation
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools
Responsibilities
In-person customer consultation, holistic and needs-based customer care, independent management of daily work, acquiring new customers
Seniority
Mid-level, experienced IC