Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing comprehensive financial advice on asset management, financing, and insurance to clients via on-site consultation and digital tools.
Role type
Financial advisor (IC)
Builds
Client relationships and financial solutions
Domain
Financial services / Banking / Insurance
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, complex problem solving, digital tool usage, German language (C2)
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools
Responsibilities
On-site client consultation, holistic and needs-oriented customer care, independent management of daily work, acquiring new clients