Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-oriented financial advice and asset management services to clients via on-site consultation 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, client acquisition, digital tool usage, sales, relationship management
Responsibilities
Conducting on-site client consultations, acquiring new clients, providing holistic financial advice
Seniority
Mid-level, independent IC