Financial Planner

vor 4 Monaten


Stuttgart, Deutschland Passion for People GmbH Vollzeit
Job-Nr.: 2446087GS
Einsatzort: Stuttgart

Unser Mandant ist das führende Institut für unabhängige Finanzplanung (Financial Planning) in Baden-Württemberg. Als inhabergeführtes Familienunternehmen lebt unser Mandant eine wertebasierte Unternehmensphilosophie. 

Sie ist das Fundament in der Zusammenarbeit mit den Kunden und den Geschäftspartnern. Als Institut für unabhängige Finanzplanung werden die Kunden über den gesamten Vorsorge- und Vermögensbereich in einem mehrstufigen Prozess hochwertig beraten und betreut. 

Wir suchen für das weitere Wachstum in Stuttgart, Pforzheim und Karlsruhe engagierte Financial Planner / Berater Private Banking, Wealth Management / Vermögensberatung (m/w/d).

 

Financial Planner / Berater Private Banking (m/w/d)
Aufgaben
  • 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.
Profil
  • 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.
Angebot
  • Flexibles Arbeiten
  • Sichere Arbeitsplätze
  • Attraktive Vergütung
  • Außergewöhnliches Bonifikationsmodell
  • 30 Urlaubstage
  • Zuschüsse zur Altersvorsorge und ÖPNV
  • Zuschüsse zu Weiterbildungsqualifikationen (z.B. Financial Consultant, CFP, Estate Planner, MBA)
  • Gute Verkehrsanbindung
  • Moderne Arbeitsplatzausstattung
  • Attraktive Firmenevents
  • Gesundheitsmanagement
  • Onboarding-Prozess
Kontakt


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