Associate Financial Advisor

vor 3 Wochen


Hamburg, Deutschland Finanzwerk Hamburg Vollzeit

Deutsche Vermögensberatung, founded in 1976 by Dr. Reinfried Pohl, offers comprehensive financial services for private clients in Germany, Austria, and Switzerland. Our services include insurance, pension plans, savings and financing solutions, and investment funds. As a Financial Advisor, you will assist our clients in planning their financial future. Your tasks will include analyzing individual client needs, creating tailored financial plans, and providing continuous support to adapt to changing life situations. This full-time position is hybrid, based in one of our offices across Germany or, if preferred, largely from home. Tasks Position: Financial Advisor Responsibilities: Comprehensive financial planning and investment advice for clients Development and implementation of tailored financial strategies Building and maintaining close client relationships Keeping up with market trends and financial products Collaborating with team members to achieve company goals Position: Team Leader Responsbilities: Leading and mentoring a team of financial advisors Guiding and supporting team members in developing client relationships and financial strategies Monitoring team performance and implementing continuous improvement strategies Conducting regular training to enhance team skills and knowledge Promoting a positive and cooperative team environment Requirements Position: Financial Advisor Qualifications: Knowledge in financial planning, pension planning, and investments Basic understanding of finance Experience in wealth management Analytical skills, problem-solving competence, and excellent communication skills Degree in finance or a comparable qualification Position: Team Leader Qualifications: Bachelor's degree in finance, economics, or a related field Proven experience as a financial advisor or in a similar role Knowledge of financial products, investment strategies, and market trends Excellent communication and interpersonal skills Ability to work independently and as part of a team Certifications (e.g., CFP, CFA) are advantageous If you are ready to join a dynamic team and make an impact in the financial industry, we would love to hear from you Please send us your resume and a cover letter outlining your qualifications and explaining why you are the perfect fit for this position.


  • Finance Associate

    vor 1 Woche


    Hamburg, Deutschland Funded.club Vollzeit

    **About 3D Spark** We are seeking a talented and driven individual to join our team as a **Finance Associate**. This role presents an exciting opportunity to **shape the financial landscape** of our company, report directly to the managing partners for investor and financing rounds, and grow with us as we expand. **What you will be working on** - Perform...


  • Hamburg, Deutschland Mazars Vollzeit

    **Das erwartet Dich** - Du arbeitest an vielseitigen, interdisziplinären Projekten im Rahmen von Unternehmenstransaktionen, schwerpunktmäßig in den Bereichen Transaktionsberatung (Financial Due Diligence), Valuation (Unternehmensbewertung, Purchase Price Allocation) und Financial Modelling mit. - Als Senior Consultant wirkst du in diesem Zusammenhang...

  • Associate Program

    Vor 6 Tagen


    Hamburg, Deutschland UBS Vollzeit

    Germany - Client advisory / Relationship management, Sales - Global Wealth Management **Job Reference #** - 323521BR **City** - Hamburg **Job Type** - Full Time **Your role** - Your role: Are you a true networker who loves to talk to potential clients? Can you also close a deal? Do you have a strong track record in advising and sales? If yes; our 18...


  • Hamburg, Deutschland GBE brokers Ltd. Vollzeit

    GBE brokers is one of the fastest growing companies in its sector and focuses on technological developments in online trading services. Acting for the long term GBE brokers corporate philosophy is to remain open and fair with our clients and partners. Our employees are the key to our success. There is a performance recognition and support for talent...


  • Hamburg, Deutschland Forvis Mazars GmbH & Co. KG Vollzeit

    Wir sind Forvis Mazars und du findest uns in mehr als 100 Ländern, weil wir aus Audit, Tax und Advisory weltweit nicht wegzudenken sind. Als integrierte Partnerschaft mit über 40.000 Professionals, davon mehr als 2.700 an 13 deutschen Standorten, gehören wir zu den führenden Prüfungs- und Beratungsgesellschaften und setzen unsere Stärken für...


  • Hamburg, Deutschland Forvis Mazars GmbH & Co. KG Vollzeit

    Wir sind Forvis Mazars und du findest uns in mehr als 100 Ländern, weil wir aus Audit, Tax und Advisory weltweit nicht wegzudenken sind. Als integrierte Partnerschaft mit über 40.000 Professionals, davon mehr als 2.700 an 13 deutschen Standorten, gehören wir zu den führenden Prüfungs- und Beratungsgesellschaften und setzen unsere Stärken für...


  • Hamburg, Deutschland Forvis Mazars GmbH & Co. KG Vollzeit

    Wir sind Forvis Mazars und du findest uns in mehr als 100 Ländern, weil wir aus Audit, Tax und Advisory weltweit nicht wegzudenken sind. Als integrierte Partnerschaft mit über 40.000 Professionals, davon mehr als 2.700 an 13 deutschen Standorten, gehören wir zu den führenden Prüfungs- und Beratungsgesellschaften und setzen unsere Stärken für...


  • Hamburg, Deutschland Northvolt Vollzeit

    **Associate - Strategy and Corporate Finance** We are now looking for a driven and experienced Associate - Strategy and Coporate Finance. By joining us, you will be at the forefront of building a new company from scratch, growing Northvolt's footprint in Germany and contribute to building one of the largest European battery factories. Our team is currently...

  • Wealth Advisor

    vor 40 Minuten


    Hamburg, Hamburg, Deutschland Finanzwerk Hamburg Vollzeit

    Enter the Champions League of Wealth Advisory – Become a Wealth Advisor with No Limits I'm not here to offer you a job.I'm offering you the chance of a lifetime to build a high-performance career in the most powerful industry of all: finance.At our firm, average is not welcome.We work with the best. The ambitious. The relentless.The ones who hate...

  • AWM Program Analyst

    Vor 5 Tagen


    Hamburg, Deutschland JPMorgan Chase & Co. Vollzeit

    If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This...