Finanzberater (Teilzeit) · 10–60 % · Homeoffice

Advise private and business clients on pension, savings, and investment solutions, including 3a/3b plans, ETF savings plans, and provident funds. Analyze client needs to create financial concepts and offers, excluding insurance products. Conduct online and in-person appointments, perform CRM follow-up, maintain client portfolios, and generate recommendations. Quereinsteiger are welcome with a focus on self-reliance and reliable CRM maintenance. The company offers free VBV training covering certification costs, modern tools, strong back office support, and a clear career path from Junior to Team Lead. Top performers receive annual five-star trips.