Finanzplaner
Core
You accompany customers on important decisions regarding provision, retirement, wealth, and estate planning, developing individual financial plans tailored to their personal goals and life situations.
Role type
Financial Planner (IC)
Builds
Individual financial planning solutions and retirement strategies for private clients
Domain
Banking / Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial and pension planning expertise, knowledge of provision/taxation/inheritance law, bank and insurance products, Allfina/Logismata software proficiency
Preferred skills
Advanced qualifications beyond the basic financial planner certificate, experience with complex client cases
Responsibilities
Develop individual financial plans, support customer advisors on complex questions, present as an expert at customer events and trainings, contribute to the development of the financial planning service
Seniority
Mid-level, experienced professional