Financial Planning Specialist (m/f/d)

Profile

• You enjoy conversations focused on finding people and financial planning. You offer simple solutions.
• You have completed your initial training and hold a certification as a financial planning advisor.
• You know how to come across as confident around people.
• You have an entrepreneurial spirit that will help you adapt to the new financial situation.
• You analyze situations by focusing on what's essential.
• You will guide our clients in taking a financial perspective on life.
• You are dynamic, motivated, and have a passion for professional training.
• You have a basic understanding of financial risks.
• You have a professional and client network.
• Work in a modern and welcoming environment.

Post

• Support our customers during key moments in their lives

Benefits

• We work in a friendly environment
• We encourage personal and professional development
• We offer flexible work arrangements
• We combine the expertise and dynamism of small businesses with the advantages of a large company, including in-house training.