Finanzberater / Finanzberaterin (m/w/d)
Hybrid
Core
Holistic, needs-oriented financial advisory for private clients covering investment, financing, and insurance, plus corporate risk management and leasing for SMEs.
Role type
Financial advisor (IC)
Builds
Financial products and advisory services for private individuals and small-to-medium enterprises
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, digital advisory tools, risk management, leasing, SME consulting
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest