Finanzberater (m/w/d)
On-siteFreelance / independent contractor
Core
Independent financial advisor building a client portfolio and wealth through real estate investments for private individuals.
Role type
Independent financial advisor (real estate wealth management)
Builds
Long-term wealth management strategies and real estate investment concepts
Domain
Financial services / Real estate / Wealth management
Required skills
Sales experience, client acquisition, financial planning, real estate knowledge, CRM management, negotiation
Preferred skills
ICH certification, coaching experience, entrepreneurial mindset
Technologies
CRM systems
Responsibilities
Acquire new clients, develop tailored wealth management concepts, build long-term client relationships, manage the advisory process to notary appointment, document client contacts in CRM
Seniority
Junior to Senior Partner