Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice and asset management services to clients, including new customer acquisition.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, digital tools usage, independent work
Preferred skills
Entrepreneurial mindset, confident communication
Technologies
Digital advisory tools