CareerPlan

Finanzberater / Finanzberaterin (m/w/d)

Ebermannstadt, BAYERNFull-time2026-09-18 → 2026-10-16
On-site

Core

Holistic, needs-based customer care for investment, financing, and insurance without product mandates.

Role type

Financial advisor (IC)

Builds

Customer advisory services and new customer acquisition

Domain

Financial services (wealth management, financing, insurance)

Deliverable

client delivery

Required skills

customer care, new business acquisition, independent work, digital tools usage, entrepreneurial mindset, confident communication

Preferred skills

digital interest