Financial Advisor
Vor 6 Tagen
Financial Advisor - Wealth Management Specialist
Location: Weiden
Employment: Part-time or Full-time
We are seeking a dedicated Financial Advisor to provide personalized and needs-based financial advice to our clients, focusing on wealth management and retirement planning. As a Financial Advisor, you will collaborate closely with our partners to offer a diverse range of financial products, utilizing effective sales processes for investment advice. You will proactively generate financial advisory appointments by identifying client signals and managing customer relationships.
- Hold a degree in Banking, Insurance, Financial Services, or a related field
- Expertise in wealth management with investment funds
- Build trust and long-term relationships with clients through excellent communication skills
- Ability to find ideal financial solutions for clients and the bank
- Remain composed in stressful situations and maintain professionalism with clients
What We Offer:
- Comprehensive training and onboarding process
- Competitive salary, 13 monthly salaries, and a company pension plan
- Flexible working hours for better work-life balance
- 30 days of paid time off, as well as additional special leave days
- Free Germany travel ticket and good public transportation access
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