Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice and customer acquisition for individuals and SMEs across investment, financing, and insurance.
Role type
Financial advisor (IC)
Builds
Financial products and advisory services for private and business clients
Domain
Financial services (wealth management, financing, insurance)
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, complex problem solving, digital tool usage, German (C2)
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest
Technologies
Digital advisory tools