Financial Advisor - Career Changers Welcome

Start your career in financial consulting!

To strengthen our team, we are looking for motivated and dedicated Financial Advisors (m/f/d) immediately.

Are you interested in finance, economics, and personal consulting? Do you want to support people in achieving their financial goals, developing individual solutions, and continuously developing yourself personally and professionally? Then you are exactly right with us.

As a financial advisor, you will conduct consultations with clients together with our experienced business consultants, analyze their individual financial situation, and develop suitable financial concepts based on this. Our claim is to accompany our clients long-term and holistically and to pursue concrete financial goals together.

Tasks

• Building and developing long-term client relationships
• Conducting and accompanying client consultations
• Analyzing the individual financial situation and goals of our clients
• Developing individual financial and retirement planning concepts
• Developing concrete financial objectives together with our clients
• Guiding our clients towards their goals with the aim of achieving additional financial added value or asset growth of up to 10% of annual net income, provided this fits the individual situation and respective possibilities
• Accompanying clients in the implementation of their financial goals
• Managing existing clients and building your own client base
• Documenting and structuring client data
• Preparing and following up on consultation and analysis meetings
• Collaborating with experienced business consultants
• Continuous personal and professional development

Qualifications

You don't need any experience in the financial industry.

We are particularly looking for people who come from other professional fields and want to reorient themselves professionally.

We value:

• Motivation and willingness to learn
• Enjoyment of working with people
• Strong communication skills and a convincing demeanor
• Initiative and sense of responsibility
• Goal-oriented and structured way of working
• Interest in economic and financial topics
• Willingness to develop professionally
• Good German language skills, both written and spoken
• Proficiency with PCs and common office applications is an advantage

Career changers from, for example, sales, retail, gastronomy, commercial professions, customer service, or other industries are explicitly welcome.

Benefits

• Professional restart as a Financial Advisor
• Intensive onboarding – even without prior knowledge in the financial industry
• Personal guidance from experienced business consultants
• Practical training and professional development
• Gradual assumption of own responsibility
• Building and developing your own client base
• Personal and professional development
• Modern working methods and pleasant work environment
• Fair and performance-related remuneration
• Long-term career and development opportunities

Your Future. Your Decision.

Supporting people in achieving their goals, being a reliable contact person for them on financial matters, and at the same time taking your own professional future into your own hands – this is exactly what the role of a financial advisor with us entails.

Because it is perfectly okay to want to achieve a lot, earn a lot, and build a strong career perspective. What matters is what you are willing to invest in it.

Shape your future yourself – we give you the opportunity to make more of it.

We look forward to receiving your application and to a personal initial interview, where we can find out together whether we are the right next step for your professional future.

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