Finanzcoach (Teilzeit) · 10–100 % · Fixum + Boni

Advise private and business clients on providence, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and providence funds without insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments while managing CRM follow-ups. Maintain client portfolios and generate recommendations to secure ongoing engagement. Quereinsteiger are welcome with a mandatory VBV training program covering all costs. The role offers flexible hybrid hours, modern tools, and a clear career path from junior to team lead, with incentives including an annual trip for top performers.