Financial Planner
vor 4 Wochen
Die Accessio Kapital AG ist das führende Institut für unabhängige Finanzplanung (Financial Planning) in Baden-Württemberg. Als inhabergeführtes Familienunternehmen leben wir eine wertebasierte Unternehmensphilosophie. Sie ist das Fundament in der Zusammenarbeit mit unseren Mandanten und unseren Geschäftspartnern. Als Institut für unabhängige Finanzplanung werden unsere Mandanten über den gesamten Vorsorge- und Vermögensbereich in einem mehrstufigen Prozess hochwertig beraten und betreut. Wir suchen für unser weiteres Wachstum in Stuttgart Financial Planner / Berater Private Banking (m/w/d) am Standort Stuttgart.
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.
Wir freuen uns über Ihre Bewerbung. Jetzt bewerben
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