Financial Consultant (m/w/d)

We are Consilium Vermögensmanagement GmbH – an independent consulting company in Dortmund for comprehensive financial planning and investment advice. We rely on individual support, personal consultation, and consistent customer orientation to offer tailored solutions.

We are looking for a dedicated Financial Consultant (m/w/d) at our location in Dortmund.

Tasks

• You advise your clients individually on wealth building, portfolio structure, and investment strategies
• You develop tailored financial concepts for our customers that convince in the long term
• You conduct consultation conversations sovereignly, support new and existing customers, and build trust through competence
• You analyze portfolios with a view to numbers and market trends, recognize optimization potential, and support research tasks
• You work closely with the back office to implement consultation processes efficiently and customer-oriented

Qualification

• Completed training in banking or finance (e.g. bank clerk, insurance broker)
• Alternatively, you have a completed degree with an economic focus or from the financial sector, e.g. business administration, financial management, or finance & banking
• Ideal would be if you already have permission as a financial advisor and intermediary (according to §34f GewO)
• Professional experience in financial or investment consulting and a solid understanding of capital markets
• Communication strength and empathy in customer contact – you advise with competence and trust
• Structured, reliable working style and safe handling of MS Office

Benefits

• Flexible working hours & home office possibility - for more free time in your daily life
• In full-time or part-time – as it best suits you
• 30 days of annual leave
• Monthly extra to your salary
• Modern equipment and digital processes for efficient working
• Development perspectives – we only grow if you grow with us
• A real team feeling – flat hierarchies, short distances, respectful treatment
• Top connection to public transportation and free drinks in the office

Your application to us

You want to advise customers with your expertise individually and actively contribute to the growth of our company? Then we look forward to your CV.

Find more English-speaking jobs in Germany on Arbeitnow