CareerPlan

Finanzberater / Finanzberaterin (m/w/d)

Bayreuth, BAYERNFull-time2026-10-21 → 2026-11-11
On-site

Core

Holistic, needs-oriented financial advisory for individual clients covering investment, financing, and insurance, plus corporate risk management and leasing for SMEs.

Role type

Financial advisor (IC)

Builds

Financial advice and products for individuals and SMEs

Domain

Financial services / Wealth management

Deliverable

client delivery

Required skills

Financial advisory, client acquisition, digital tools usage, entrepreneurial mindset

Preferred skills

Self-confidence, friendly and persuasive demeanor, digital interest