Job offer
Financial planner (f/m)
The position as a financial planner (f/m) at BKB involves providing comprehensive and needs-based advice to clients on the topics of retirement planning, pensions, assets, tax and corporate succession as well as the preparation of financial and tax plans. The position offers flexible working options, interesting development opportunities and a good working atmosphere.
Job description
Financial planner (f/m) 80-100%Your new job
- Providing clients and entrepreneurs with comprehensive and needs-based advice on pension, pension, asset, tax and business succession planning
- Create financial and tax plans as well as salary and dividend comparisons
- Actively and creatively developing the market and thus opening up new segments
- Collaboration in the development and implementation of internal training courses and presentations as well as customer events
Requirements
- Several years of experience as a financial planner and in particular experience in the preparation and support of company successions
- Specialized further training as a sworn financial planner
How you benefit
- Flexible working hours, options for working from home
- A company that is constantly changing
- Interesting development opportunities - and we are on hand with help and advice
Job details
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