Financial Advisor / Customer Advisor (m/w/d)

Entry into self-employment or hybrid model
📍 Aichach, Bavaria

📍 Schwabmünchen, Bavaria

You come from customer consulting, think holistically and want to really accompany people in the long term - instead of just selling products?

Then you're exactly right with us.

Tasks

Your role with us

As a financial advisor or customer advisor: you accompany your customers through all life phases. Your focus is on comprehensive, sustainable financial consulting that creates trust and offers real added value. At the same time, we always put the person and their individual goals at the center.

Your tasks

• Comprehensive consultation of private customers with a clear customer focus
• Analyze the financial situation and develop individual concepts
• Ongoing care and expansion of existing customer relationships
• Self-responsible work with professional support from the management team
• Ongoing development of your professional and personal competencies

Qualification

What you ideally bring with you

• Completed banking training or comparable qualification (nice to have)
• Experience in customer consulting
• Outstanding customer orientation and joy in personal exchange
• Entrepreneurial thinking and initiative
• Openness to further education and personal development

Benefits

What you can expect from us

• Entry into self-employment or a flexible hybrid model
• A strong team with genuine cohesion and mutual support
• coaching, seminars, and further education offers
• Perspectives for long-term growth - professionally as well as entrepreneurially

Why we?

We believe that excellent financial consulting only emerges where customer orientation, trust, and genuine relationships are lived - and where people feel good, can grow, and count as individuals. You don't work alone with us, but are part of a team that achieves its goals together.

👉 Become curious?

Then we look forward to getting to know you - completely uncomplicated and on an equal footing.

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