Independent Financial Advisor/Wealth Manager (m/f/d)

More freedom. More responsibility. Make more of your client base.

Are you a financial advisor who no longer wants to work within rigid sales structures, with product mandates and classic KPI targets?

Then this model might be for you.

Our client is an established consulting network with over 15 years of market experience and a nationwide network of independent consultants and specialized experts.

The idea: Build your own consulting business – with maximum entrepreneurial freedom and a professional infrastructure in the background.

You decide what you specialize in, which clients you advise, and how you develop your business. For topics outside your core expertise, you can draw on specialists from the network.

Responsibilities

• Advising private and business clients in your personal areas of focus – e.g., investment, insurance, or financing
• Building and developing your own client base
• Analyzing individual client needs and developing suitable financial strategies
• Involving specialists when additional expertise is required
• Expanding your personal positioning and advisory structure
• Developing your business with the goal of building sustainable and transferable income

Your client base is a central component of your business.

• Client relationships remain with you
• Building a transferable portfolio
• Possibility of later handover or sale
• Developing a long-term valuable business model

Professional infrastructure instead of unnecessary administration

You concentrate on your clients – the platform supports you in the background.

This includes, among other things:

• Professional investment solutions through a regulated liability umbrella
• Legal and administrative support
• Marketing and positioning support
• Access to specialized network partners
• Exchange and cooperation within a nationwide network of advisors

Qualifications

• Experience in financial advice, e.g., from banks, insurance, or financial services
• Enjoyment of consulting and customer contact
• Sales strength and entrepreneurial thinking
• Self-directed and structured way of working
• Willingness to build your own client base and a long-term advisory structure
• Ideally existing client contacts or your own portfolio

Benefits

Entrepreneurially free

• Independent activity with high decision-making freedom
• No product mandates
• No classic sales targets or KPI structures
• Free specialization in your professional and sales strengths

Holistic advice – without having to do everything yourself

You don't have to be an expert in every financial topic.

Concentrate on your core competencies and, if necessary, draw on a nationwide network of specialized advisors.

This allows clients to be served holistically in the areas of investment, insurance, and financing, without you having to cover every topic yourself.

• Attractive, performance-oriented remuneration model
• Ongoing portfolio commissions
• Building recurring income
• Increasing value creation per client through specialization and division of labor

Who is this interesting for?

For financial advisors who say:

“I want to build my own business – but not have to organize everything myself.”

If you want to utilize your professional strengths more, work more independently, and build your own, transferable client base in the long term, this model offers the appropriate platform for it.

Let's talk without obligation about how the model works in concrete terms and what opportunities arise for your current situation.

Discreet. Non-binding. On equal terms.

Celine Behland

Recruitment Consultant

Senior Partner | SKILLs HR Business Experts Network

Mobile: +49 (0)175 / 340 55 04

Contact Address:

SKILLs HR Business Experts – Hamburg Office

Christoph-Probst-Weg 4 | 20251 Hamburg

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