Financial Advisor for Self-Employed Individuals

vor 3 Wochen


Überlingen, Baden-Württemberg, Deutschland Finanz- und Versicherungsmakler David Schäfer GmbH Vollzeit

Your Role as a Financial Expert

As a dedicated financial advisor, you will specialize in guiding self-employed individuals and entrepreneurs towards building their wealth and securing their financial future. You'll act as a trusted partner, providing comprehensive advice and personalized service across various financial domains.

Key Responsibilities:

  • Develop tailored financial plans for self-employed clients, encompassing insurance, financing, retirement planning, and investment strategies.
  • Provide expert guidance on navigating the complexities of the financial and insurance landscape, ensuring clients make informed decisions aligned with their goals.
  • Build strong relationships with clients based on trust, transparency, and a commitment to delivering exceptional service.

Company Profile:

We are a reputable financial services firm dedicated to empowering self-employed individuals and entrepreneurs. Our mission is to provide personalized financial solutions that help our clients achieve their financial aspirations and secure their long-term well-being.


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