Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing 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 client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, complex problem solving, digital tool usage, German language (C2)
Preferred skills
Entrepreneurial mindset, self-confidence