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Wealth Advisor (m/w/d)
Freelance
Mid Level
Job description
Tasks
- Active acquisition and maintenance of private and/or business clients
- Comprehensive analysis of your customers' financial situation
- Development of individual wealth, investment, and pension concepts
- BUILDING AND MAINTENANCE OF YOUR OWN CUSTOMER BASE
- Independent consulting and maintenance
- Use of modern consulting and sales concepts
- Ongoing professional and personal development
Qualification
- Entrepreneurial mindset and high self-motivation
- Pleasure in sales and working with people
- Communication strength and convincing appearance
- Independent, goal-oriented work style
- Experience in the financial or sales field is advantageous but not a requirement
- Entry-level candidates with a strong performance drive are explicitly welcome
Benefits
- Self-employed activity with maximum flexibility
- Performance-based remuneration without income ceiling
- Structured training and ongoing development
- Strong brand with a broad product portfolio
- Clear career opportunities up to building your own team
Seize the opportunity for a long-term career with perspective – we look forward to your application.
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Required skills
communication strength
financial analysis
client acquisition
entrepreneurial mindset
self-motivation
performance-based remuneration
wealth advisor
pension planning
structured training
ongoing development
convincing appearance
independent consulting
investment concepts
goal-oriented work style
modern sales concepts
strong brand
broad product portfolio
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Company information
- Company
- Wadim Becker Finanzberatung
- Location
-
Euskirchen
Germany - Posted
- 7 months ago
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