Trainee Financial Consultant (m/f/d)

Are you nearing the completion of your university or university of applied sciences degree, or have you already successfully completed it? Are you interested in economic and financial topics and looking for a career leap where you can learn real entrepreneurship while making a societal contribution?

Become part of the team and write your own success story. As part of the trainee program, you will be prepared step by step for the profession of a Financial Consultant. From acquiring new clients to providing advice and creating individual financial strategies. Since sales activities are a central part of this training and your later role, prior sales experience is helpful but is expressly not a requirement.

Our Offer:

• Real Professional Experience: Intensive on-the-job training through an established mentoring program.
• Recognized Qualification: You will complete a comprehensive IHK (Chamber of Industry and Commerce) training according to §34d and §34f.
• Flexibility: The possibility to work remotely and manage your own time.
• Meaningful Activity: A role with which you bring financial education to the population.
• Development and Career: Professional and personal development, as well as regular development discussions. After the trainee program, you will choose your suitable career path – either in customer-oriented specialization or in management-oriented leadership.
• Environment and Knowledge: A dynamic and team-oriented work environment, as well as valuable financial knowledge from which you will also benefit personally.

Responsibilities

As part of our trainee program, you will undergo comprehensive and practical training to become a Financial Consultant. With us, you will learn the craft of modern financial consulting from scratch. After thorough onboarding, you will gradually take on independent responsibility for the following areas of activity:

• Appointment Management: Independent preparation, execution, and follow-up of modern consulting appointments.
• New Client Acquisition: Active establishment and expansion of your own client base through targeted sales and acquisition activities.
• Partnership Building: Independent establishment and expansion of strategic partnerships and networks.
• Client Analysis: Independent analysis and evaluation of client profiles to identify individual needs and goals.
• Concept Development: Creation and presentation of tailored financial concepts for discerning clients.
• Aftersales & Client Support: Long-term, sustainable support and guidance of your clients throughout all life stages.

Qualifications

Your Profile

• An upcoming or already completed university or university of applied sciences degree.
• Sound interest in financial topics and enjoyment of active sales.
• Initial prior experience in customer-oriented areas or sales is helpful, but not a must – we will train you comprehensively.
• A goal-oriented, independent, and determined approach to work.
• Strong communication skills and a pronounced customer orientation.
• Willingness to learn new topics and openness to a career in independent financial entrepreneurship.

We look forward to receiving your application!

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