A.S.I. Wirtschaftsberatung AG | Germany | Karlsruhe | Permanent position | Full time / Home office | Published since: 31.03.2025 on stepstone.de
Financial Advisor - Consulting / Client Base / New Clients (m/w/d)
Since 1969, we have been advising academics across Germany on all professional and financial issues from study planning to professional start-up, first insurance questions, our own practice, the property up to retirement provision and investment.
How do we do that? With our expertise, we bring your professional and private plans to success. Listening to what you want to think about how your goals can be achieved, advised and accompanied, will bring your ideas to success.
This requires a wide range of financial products. We will ensure this by working with more than 150 product partners. The diversity of our expertise - whether it be for professional start-up, branch or retirement planning - ensures the high quality standards of advice for our clients. JOBV1_EN
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Since 1969, we have been advising academics across Germany on all professional and financial issues from study planning to professional start-up, first insurance questions, our own practice, the property up to retirement provision and investment.
How do we do that? With our expertise, we bring your professional and private plans to success. Listening to what you want to think about how your goals can be achieved, advised and accompanied, will bring your ideas to success.
This requires a wide range of financial products. We will ensure this by working with more than 150 product partners. The diversity of our expertise - whether it be for professional start-up, branch or retirement planning - ensures the high quality standards of advice for our clients. You provide holistic advice for your upscale private customers (m/w/d) on all issues of financial security You take over an existing client base You are sure to provide a high level of consulting with the experts (m/w/d) of our team at Backoffice You build your own client base through the acquisition of established new customers (m/w/d) You have a personal mentor and a sales coach that always support you
You have a completed training as a banker (m/w/d) or a commercial training or dual study in the insurance or banking sector You have broad knowledge in the financial services industry You show an entrepreneurial attitude and sales leadership potential You have fun advising our target groups Very good German skills complete your profile
We offer you an unlimited contract, in the first 2 years a monthly guaranteed fixed income and in addition an industry-leading commission model Personal involvement in all themes of financial services Strategic market access Focus on target groups Doctors, Dentists, Economists, Engineers and Teachers (m/w/d) Performance financial services throughout the scope of the retail business Extensive Backoffice Support Perspective management of a business unit (with other shareholders (m/w/d)) A customised training program to advance your personal career, e.g. qualified training opportunities in the field of financial planning for wealthy private customers, personality development, etc. A pleasant working atmosphere, strong cohesion with flat hierarchies and a shared team spirit An attractive office in central location Flexible and mobile work JOBV1_EN
Company location
Location
| A.S.I. Wirtschaftsberatung AG | |
| Karlsruhe | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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