Financial Advisor

vor 2 Monaten

Weiden, Bayern, Deutschland Sparda-Banken Vollzeit

About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at Sparda-Banken. As a Financial Advisor, you will be responsible for providing expert advice to our clients on wealth management and investment strategies.

Key Responsibilities

  • Provide personalized and tailored financial advice to clients, focusing on wealth management and investment solutions.
  • Work closely with our partners to offer a comprehensive range of financial products and services.
  • Utilize sales processes for investment advice to identify and capitalize on business opportunities.
  • Identify and pursue new business opportunities through proactive client engagement and relationship management.
  • Support the team in sales initiatives and contribute to achieving team goals.

Requirements

  • Hold a degree in banking, finance, or a related field, or equivalent experience in the financial services industry.
  • Possess knowledge and experience in wealth management, investment products, and financial planning.
  • Have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Be able to work independently and as part of a team, with a strong focus on customer satisfaction and business growth.
  • Hold a valid professional certification in finance or a related field, such as CFP or CAIA.

What We Offer

  • A comprehensive onboarding program to ensure a smooth transition into the role.
  • A competitive salary and benefits package, including a bonus structure and retirement plan.
  • A flexible work schedule, allowing for a healthy work-life balance.
  • Professional development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.

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