Finanzberater (m/w/d) Finanzkontor Murschall & Schön GmbH
On-site
Core
Strategic financial advisor developing holistic investment and retirement planning concepts for clients across all life phases.
Role type
Senior financial advisor (investment & retirement planning)
Builds
Customized financial and pension solutions for individual clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Holistic financial planning, Investment advisory, Retirement planning, Client relationship management, Network management, Process optimization
Preferred skills
Commercial training in insurance or finance, Degree in finance, Prior experience in investment advisory