Anlage- & Vorsorgeberater (Hybrid/Homeoffice) · Flexible Arbeitszeiten

Advise private and business clients on providence, savings, and investment solutions, including 3a/3b, ETF savings plans, and providence funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online and in-person appointments. Maintain existing portfolios, generate recommendations, and secure follow-ups while managing CRM data. Complete training at your own expense or utilize the fully covered VBV certification program. Work in a hybrid or home office setting with flexible hours, supported by modern tools, strong back office, and mentoring.