Junior Finanzplaner (Homeoffice möglich) · Karrierewechsel willkommen

Advise private and business clients on pension, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and provident 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 existing portfolios, generate recommendations, and ensure timely client contact. We offer a free VBV training program covering all certification costs, modern advisory tools, and a clear career path from junior to team lead.