FORMAXX-Berater (m/w/d)

Conduct holistic financial counseling for private clients across all financial matters, utilizing access to over 250 product partners including real estate and photovoltaics. Develop individualized financial strategies aligned with life situations and goals through life-long planning in retirement, wealth accumulation, risk protection, mortgage financing, and capital investment. Apply DIN 77230 standards for standardized, transparent status analysis and derive tailored product recommendations from an independent portfolio. Build and maintain sustainable client relationships with long-term support across various life phases while working autonomously with high flexibility. Participate in regular training and development measures via the internal academy to maintain annual certification.