Consultant Finanzen & Vorsorge (ohne Erfahrung) · Festanstellung

Entry-level position in financial and pension consulting, focusing on 3a/3b, ETF savings plans, pension funds, and budget planning.

Requirements

• Advising private and corporate customers on pension, savings, and investment solutions
• Analyzing needs, creating financial concepts and offers (without insurance)
• Conducting online and on-site meetings; post-processing in CRM
• Maintaining customer relationships, generating recommendations, and securing follow-ups

Benefits

• Free VBV training
• Modern consulting tools, strong back office, and mentoring
• Flexible working hours, home office/hybrid
• Clear career path
• Annual 5-star trip for top performers