Junior Finanzberater Vorsorge & Sparen Homeoffice möglich

Accompany private and business customers on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and grow existing client relationships. This entry-level role within Convit Central GmbH offers 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 a focus on long-term career growth from entry-level to specialist or team roles.