Berater Finanzstrategie (Homeoffice möglich) · 10–100 % · Fixum + Boni

Join our team as a financial advisor for retirement planning, savings, and investments. Key details: Financial advisor role with focus on 3a/3b, ETF plans, pension funds, and budget planning, without classic insurance products.

Requirements

• No classic insurance products
• Analyze needs, create financial concepts and offers
• Conduct online and on-site meetings; process follow-up in CRM
• Maintain client relationships, generate recommendations and secure follow-ups

Benefits

• Flexible working hours
• Home office/hybrid