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Investment Consultant

vor 2 Monaten


Berlin, Berlin, Deutschland das finanzkontor Kindler, Korth & Kolleginnen GmbH & Co. KG Vollzeit
About Us

We are a unique financial advisory firm that has successfully established itself through its value-oriented approach. Our individualized approach focuses on the unique life situations and needs of our clients. Our company group includes finanzkontor with its headquarters in Berlin, as well as WerteWachstum GmbH and the GOOD GROWTH INSTITUT with its headquarters in Sankt Augustin. We are a company in transition towards a cooperative organization. In our predominantly female-led companies, hierarchies are being dismantled and gradually replaced by self-organization designed by the team. Our service portfolio includes pension provision, insurance, and investment products as well as real estate and construction finance. We are pleased to have a consistently high demand and are therefore looking for reliable reinforcements.

Responsibilities

What to Expect

  • No cold canvassing - Our advisory services are convincing: You work in the care of a long-standing client base and with new clients who have become aware of us through recommendations.
  • Motivating development opportunities within the company combined with the possibility of gradually taking on more responsibility.
  • Budget-oriented products and advisory services - there are no sales targets. The products we offer are discussed and selected by the team. Your expertise and ideas are welcome.

Your Responsibilities Will Include

  • Assuming first advisory conversations with clients in various life situations as well as taking over and leading the care of existing clients.
  • Identifying individual client goals and implementing solution concepts.
Qualifications
  • Experienced in investment consulting
  • At least qualified as a financial, insurance, or bank clerk (Sachkundenachweis according to § 34 f GewO required, according to § 34 d GewO desirable)
  • Familiar with office software and absolutely secure in the German language (word and writing)
  • Interested in digital communication channels (Zoom, Miro, etc.)
  • Engaged in the team, contact-friendly, friendly, attentive. You feel comfortable on the phone and in personal contact with clients
  • Time-flexible: We generally offer full-time positions, but can also consider part-time employees from 30 hours per week.
Benefits
  • Fixed employment contract
  • Fair fixed salary, oriented towards the banking tariff
  • Additional bonus payments dependent on company performance
  • Increased contribution to occupational pension provision
  • Commuter card according to statutory regulations
  • Regular team events
  • Reasonable vacation time: 30 vacation days per year and free days on December 24th and 31st
  • After training, up to 100% remote work possible
  • Flexible working hours
  • Comprehensive offers for further training
  • Offers for personal development with coaches