About the job
Are you an organizational talent with a knack for numbers and a passion for consulting?
In this role, you will assess the financial situations of both private and business clients, craft personalized solutions, and foster long-lasting client relationships. Take on responsibility, work in a structured manner, and become part of a strong team that values reliability, clear structures, and sustainable solutions.
Your Responsibilities
Analysis and Consulting: You will analyze the financial status of private and business clients and develop tailored financial and retirement plans that meet their specific needs.
Building Long-term Client Relationships: Establish trustworthy and enduring relationships with your clients, becoming their reliable advisor for all financial inquiries.
Regular Optimization: Continuously review existing financial solutions and adjust them according to changing life circumstances or market conditions.
Efficient Documentation: Ensure all consultations and outcomes are meticulously documented for seamless follow-up.
Team Collaboration: Work closely with your team to discover the best solutions for clients and to celebrate collective successes.
What We Offer
Comprehensive onboarding and ongoing training opportunities.
Flexible working hours with the option for remote work.
Attractive performance-based compensation (from €2,400 to €3,400 per month, with no income cap).
Your success directly influences your earnings.
A strong team with flat hierarchies and clear structures.

