Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice covering asset management, financing, and insurance to individual and business clients.
Role type
Financial advisor (IC)
Builds
Financial products and advisory services for private and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, digital tools usage, business acumen, persuasive communication
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools