Financial Trainee – 3a/3b

Accompany private and business customers on advice regarding savings, 3a/3b plans, ETFs, and financial planning by analyzing needs and developing individual financial concepts. Conduct counseling sessions online and in-person while documenting follow-ups accurately in the CRM. Maintain and expand existing client relationships with a focus on long-term growth. This role involves a structured internal VBV training program leading to certification, supported by mentoring and continuous professional development. Flexible working hours and hybrid options are available, with clear pathways for advancement into further specialist or team roles.