Finanzberater/in für Frauen (m/w/d)
Core
Financial advisor for women, building wealth, preventing old-age poverty, and achieving financial independence through individual strategies.
Role type
Financial advisor (IC)
Builds
Individual investment and pension strategies for female clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, risk analysis, client relationship management, financial education
Preferred skills
Insurance knowledge, marketing collaboration
Technologies
None stated
Responsibilities
Advise women on finances, investments, and pension planning; Develop individual investment and pension strategies; Analyze existing financial situations; Guide clients from initial consultation to strategy implementation; Explain investment opportunities and risks; Collaborate with marketing and community teams for client acquisition and retention