Financial Planner

Vor 4 Tagen


Stuttgart, Baden-Württemberg, Deutschland Accessio Kapital AG Vollzeit 40.000 € - 60.000 € pro Jahr

Für unser weiteres Wachstum in Stuttgart suchen wir ab sofort oder nach Absprache engagierte Financial Planner / Berater aus dem Bereich Private Banking, Wealth Management / Vermögensberatung (m/w/d).

Wie Sie uns unterstützen:

  • Eigenverantwortliche Durchführung von Analysegesprächen und Beratungen.
  • Erstellung von ganzheitlichen Finanzplänen unter Einsatz der marktführenden Financial Planning Software.
  • Professionelle Zusammenarbeit mit den Finanzassistenzen / Konzeptionisten, welche Sie bei der Erstellung von Finanzplanungen unterstützen.
  • Betreuung bestehender Mandate.
  • Ausbau des Mandatenstamms.

Was Sie mitbringen:

  • Erfolgreich abgeschlossenes betriebswirtschaftliches Hochschulstudium mit finanzwirtschaftlichen Schwerpunkt oder eine erfolgreich abgeschlossene Berufsausbildung in einer Bank oder Versicherung.
  • Mehrjährige Berufserfahrung im Bereich Private Banking / Financial Planning / Wealth Management wünschenswert.
  • Wünschenswert sind Weiterqualifikationen wie z.B. CFP, CFEP,  European Financial Advisor (EFA) Financial Consultant, MBA mit Fachrichtung Finance.


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