Kreissparkasse Heilbronn | Germany | 74xxx Heilbronn | Permanent position | Part time - flexible / Full time / Home office | Published since: 04.02.2026 on stepstone.de
Financial Advisors Liberal Professions (m/f/d)
With a balance sheet total of around 13.7 billion. Euro and approx. 1,600 employees are the Kreissparkasse Heilbronn one of the largest and most profitable credit institutions in Baden-Württemberg. The Kreissparkasse is the market leader in the economically prospering region Heilbronn, both in the company and in the private customer business. For our regional director Neckarsulm Private Customers, Department of Asset Consulting, we are looking for an asset advisor (w/m/d) with a focus on free professions in full or part-time. Free professions – doctors, dentists, pharmacists, legal and tax advisors, architects, engineers and other consulting professions – have special financial needs. They are often confronted with complex issues of prevention, financing and asset building. Senior Account Manager (m/d) Free professions are the central financial partner, who accompanies this group of customers competently, individually and trustfully – from the period of study to the retirement phase. .
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Your tasks • Your profile • What we offer
Full consultation of freelance customers in all financial topics (prevention, financing, asset building, security) Demand analysis and development of tailor-made financial concepts taking into account legal changes affecting the respective professional groups Support in the Tandem principle: close cooperation with a corporate customer advisor Free professions to optimally link both business and private financial aspects Building and maintaining long-term customer relationships through regular reviews, proactive contact care and personal care Acquisition of new customers from the free profession segment
Successful completion Continuing training in the banking sector (e.g. banker, DH-studium or comparable qualification) with interest in continuing training in the banking sector Good knowledge of prevention, financing, asset building Empathic appearance and the ability to explain complex facts Pleasure to work in the tandem principle with company customer advisors and other disciplines Self-responsible work, structured approach and target orientation Safe handling of the common banking and CRM systems, openness to digital consulting solutions
Approximately 14 salaries in the public service collective agreement Flexible working hours at a 39h week (when full time) as well as basic possibility for mobile work Business-funded health insurance including an annual health budget of 400€ and digital health services Germany ticket as a JobTicket for 19€, discounted parking (upon availability) and awarded Bike Leasing Numerous social benefits such as an occupationally funded pension scheme, 32 days holiday, a granted lunch and work-free on birthday Offers for agreement of profession and family as well as for example free Course and prevention offers Multifaceted seminar and further education
Location
 | Kreissparkasse Heilbronn | |
| Am Wollhaus 14, 74072 Heilbronn | ||
| Germany |
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