Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Provide holistic, needs-oriented financial advice and customer acquisition for individuals and SMEs across asset management, financing, and insurance.
Role type
Financial advisor (IC)
Builds
Financial advisory services and risk management solutions for private clients and small-to-medium enterprises
Domain
Financial services (wealth management, financing, insurance)
Deliverable
client delivery
Required skills
customer acquisition, holistic financial planning, SME risk management, leasing advisory, digital tool usage, complex problem explanation
Preferred skills
entrepreneurial mindset, self-confidence, digital interest
Technologies
digital advisory tools