Personal Financial Advisor for Individual Clients, 80–100%

Tasks

• We support clients in sensitive situations (in general) who are experiencing financial difficulties, uncertainty, fears, risk, poor decisions, worries, stress, and negative emotions.
• We promote change at all levels, help you develop your skills, and tailor our approach to client consultations.
• We tell our customers what’s important and how they can put it into practice themselves.
• We can tailor our systems to meet each customer's individual goals.
• We provide crucial support and strengthen everything within our scope, and our services are constantly evolving and improving.
• Take over an existing client portfolio, develop it sustainably, and support and empower clients in all areas of their lives.

Requirements

• Do you speak the language of our customers?
• Is providing holistic, personalized, and solution-oriented counseling important to you?

We offer

• We embrace diversity and equal opportunities
• We promote personal and professional development
• We offer competitive compensation and benefits