About the job
Are you an organizational talent with a knack for numbers and a passion for consulting?
In this position, you will analyze the financial situations of private and business clients, create tailored solutions, and cultivate long-lasting client relationships. Take responsibility, work methodically, and become a part of a strong team that values reliability, clear structures, and sustainable solutions.
Your Responsibilities
Analysis and Consulting: You will assess the financial situations of private and business clients to develop individualized financial and retirement concepts tailored to their needs.
Building Long-term Client Relationships: You will establish trustworthy and lasting relationships with your clients, becoming their dependable contact for all financial inquiries.
Regular Optimization: You will routinely review existing financial solutions and adapt them to changing life situations or market conditions.
Efficient Documentation: You will systematically document all consulting sessions and results, ensuring thorough follow-up.
Team Collaboration: You will closely collaborate 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 possibility to work remotely
Attractive, performance-oriented compensation (from €2,400 – €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

