About the job
Are you an organizational talent with a keen eye for numbers and a passion for consulting?
In this position, you will analyze the financial situations of both private and business clients, develop tailored solutions, and cultivate long-term customer relationships. Take on responsibility, work methodically, and become part of a robust team that values reliability, clear structures, and sustainable solutions.
Your Responsibilities
Analysis and Consulting: You will analyze the financial situations of private and business clients and create individualized financial and retirement concepts that perfectly match their needs.
Building Long-term Client Relationships: You will establish trustful and lasting relationships with your clients and serve as their reliable contact for all financial matters.
Regular Optimization: You will regularly review existing financial solutions and adjust them to changed life situations or market conditions.
Efficient Documentation: You will systematically document all consultation discussions and outcomes, ensuring seamless follow-up.
Team Collaboration: You will work closely with your team to find the best solutions for your clients and celebrate successes together.
What We Offer
Comprehensive onboarding and ongoing training
Flexible working hours and the opportunity to work remotely
Attractive, performance-oriented compensation (from €2,400 to €3,400 per month, with no upper limit)
No income cap – your success determines your salary
A strong team with flat hierarchies and clear structures

