Berater Vermögensaufbau (Quereinstieg möglich) · Flexible Arbeitszeiten

Advise private and business clients on pension, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and provident funds. Analyze client needs to create financial concepts and proposals, excluding traditional insurance products. Conduct online and in-person consultations while managing CRM follow-ups and maintaining existing portfolios. Generate recommendations and secure ongoing client engagement through structured check-ins. The role offers a flexible schedule with hybrid work options and includes a free VBV training program covering certification costs.