Financial planner (f/m)

Your new job

• Providing clients and entrepreneurs with comprehensive and needs-based advice on the topics of pensions, retirement, assets, taxes and business succession
• Create financial, pension and tax plans as well as salary vs. dividend comparisons
• Actively and creatively developing the market and thus opening up new segments
• Contributing to the development and implementation of internal training courses and presentations as well as customer events

We benefit from this

• Several years of experience as a financial planner and in particular experience in the preparation and support of company successions
• Specialist further training as a federal financial planner, MAS Financial Consulting or SME expert
• Enjoy interacting with people and have the ability to inspire customers
• Independent, committed, solution- and result-oriented with a pronounced ability to act
• Digital affinity to develop contemporary solutions

How you benefit

• In addition to a bank with a long tradition, at our young, cheeky subsidiary Bank Cler you will find other exciting ways to help shape the Group
• Flexible working hours, options for working from home
• An unagitated, hierarchically uncomplicated team spirit
• Interesting development opportunities - and we are on hand with help and advice
• Are you expecting an all-round good employment package from us? You're right, here are the details and many other benefits