Einsteiger Vermögensberatung (m/w/d)
Core
Develop individual financial solutions including retirement planning, portfolio analysis, wealth management, and investment strategies; support experienced advisors with client meeting preparation and accompany them to on-site appointments.
Role type
Entry-level financial advisor (wealth management)
Builds
Individual financial solutions and investment strategies for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Retirement planning, portfolio analysis, wealth management, investment strategies, client meeting support, on-site appointment accompaniment
Preferred skills
Experience in investments, pension planning, real estate, succession planning
Technologies
None stated
Responsibilities
Develop individual financial solutions, support experienced advisors in meeting preparation, accompany advisors to client meetings
Seniority
Entry-level, career development track