Berater Budget & Planung (Teilzeit)

Conduct financial advice for private and business clients regarding pension, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and pension funds without classic insurance products. Analyze client needs to create financial concepts and proposals, then execute online and in-person appointments while managing CRM follow-ups and maintaining existing portfolios. Generate recommendations and secure ongoing client engagement through structured communication. The role offers a full VBV training program covering all costs, modern advisory tools, and a clear career progression path from junior to team lead.