Finanzierungsberater (m/w/d) mit Kundenbestand
W&W GruppeBaden-Württemberg, Germany
Posted March 25, 2026
Full Time
About the Company
W&W Gruppe offers financial services through its multiple brands to ensure customers' security.
Job Description
We are seeking a Financial Advisor with customer portfolio to join our sales organization. As a Financial Advisor, you will advise clients on modern care pillars, develop counseling concepts, and build customer relationships. Ideal candidate has knowledge in building savings, insurance, and investment funds, and a commercial education as a bank clerk or comparable degree.
Requirements
- advising clients on modern care pillars
- developing counseling concepts
- building customer relationships
- increasing personal visibility with sales-promoting actions
