Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing holistic, needs-oriented financial advice and asset management services to clients via on-site consultations 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 advisory, client acquisition, digital tool usage, independent work
Preferred skills
Entrepreneurial mindset, confident communication
Responsibilities
On-site client consultation, holistic customer care, new customer acquisition, independent daily work management