Finanzberater Quereinstieg Teilzeit/Nebenjob

Accompany private and business customers on providence, savings, 3a/3b, ETF savings plans, and financial planning. Analyze needs to develop individual providence and financial concepts. Conduct counseling conversations online and on-site while documenting follow-ups in the CRM. Maintain and expand existing customer relationships. This role focuses on providence and financial solutions within the Vordemwald region. The position offers a fixed-term contract with flexible hours, home office, and hybrid possibilities, alongside internal training leading to VBV certification.