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Entry-Level Financial Advisor

vor 3 Monaten


Munich, Bayern, Deutschland HORBACH Expats Vollzeit

As a Financial Consultant Trainee, you will be instrumental in establishing enduring connections, utilizing your expertise in financial services to deliver tailored solutions for clients. If you possess strong interpersonal skills, excellent communication abilities, and a keen business acumen, this opportunity is for you.

For nearly four decades, HORBACH has been dedicated to crafting personalized financial strategies for individuals in academia. Our focus is on understanding the aspirations and plans of our clients, collaborating to create a comprehensive financial roadmap that encompasses all aspects of their lives.

Our mission is to ensure financial security and independence for our clients throughout their lives.

The HORBACH Expats team in Munich specializes in providing multilingual financial guidance for expatriates residing in Germany who require expert financial advice.

The ideal candidate for this position will exhibit an entrepreneurial spirit, a strong work ethic, a desire for personal growth, and the ability to cultivate lasting relationships.

Responsibilities
  • Develop your own client network and nurture long-term relationships within your chosen expat community.
  • Engage with prospects and provide consultation on financial planning topics (investment, real estate, retirement planning, insurance) alongside your assigned mentor.
  • Work towards becoming a certified financial consultant, bridging the gap between client requirements and financial solutions.
Qualifications

The ideal candidate will possess:

  • Exceptional communication skills.
  • Fluency in English and German (B2+) - proficiency in additional languages is advantageous.
  • Experience in sales and/or consulting; prior experience in finance is not required.
  • A proven track record of collaboration, consultation, and partnership with clients or key stakeholders, along with a passion for working with people.
Benefits
  • Join a culture that rewards hard work and smart strategies. Enjoy an uncapped performance-based income.
  • Receive comprehensive training for success. Participate in a 6-month training program alongside new team members to achieve your professional goals.
  • Experience a vibrant work environment. Become part of a diverse community of ambitious, innovative team members who support each other's successes.
  • Become a certified financial advisor. Consult with clients independently in the future, with sponsorship from HORBACH covering your exam training and certification costs.
  • Enjoy independence while growing within the community. Benefit from mentorship and connect with industry professionals at a leading company with decades of experience.
  • Choose your level of flexibility. Develop the skills to create a work schedule that best suits your needs.
  • Based in Munich, serving clients nationwide. Collaborate in person at our headquarters or work remotely, as our clients and team are spread across the country.

If you are passionate about building relationships and providing solutions, interested in a consulting career in financial services, and motivated by a high level of ownership, we encourage you to explore this opportunity.