Financial advisor/financial planner/investment advisor with a perspective on location responsibility (m/f/d)

FREE MOVEMENT For more than 30 years, the FrauenfinanzBeratung Barbara Rojahn & Kolleginnen has been synonymous with holistic financial advice for women. We accompany our customers in all phases of their financial life planning – individually, professionally informed and with a clear view for personal life situations. For our growing location in Frankfurt am Main, we are looking for a long-year-old personality in holistic financial consulting, consulting excellence, entrepreneurial thinking and perspective also leadership responsibility.

Your perspective The two currently active location managers are planning to gradually withdraw from the operating business in the coming years. In the course of this, long-term customer relationships and tasks of the location management are to be successively transferred. A professionally established financial advisor with a high level of professional and personal maturity is therefore sought, which has the pleasure of accompanying customers in the long term and actively shaping the further development of the Frankfurt location. At the same time, the FrauenFinanzConsultation continues to develop and successfully positions itself on the market with its consulting concept. This includes dealing with digitalization and new technologies in financial consulting.

• Full consultation and long-term support of clients in the fields of investment, asset building, pension provision and insurance

• Takeover and further development of an existing customer base at Frankfurt

• Acquisition of new customers through recommendations, networks and events

• Perspective co-responsibility for the further development of the Frankfurt location

• Organization and implementation of client events and lectures

• Representation of Women's FundConsultation at Frankfurt

• Close cooperation with the management of the sister company at the headquarters in Stuttgart

• Participation in the further development of technical and strategic standards

• Complete training or studies in the banking, financial or insurance sector

• Multiannual, well-founded experience in holistic financial or asset consulting

• Ideally additional qualification as Certified Financial Planner (CFP®) or comparable

• Funded knowledge of investment, pension provision and insurance

• Sovereign appearance, high consulting skills and pronounced customer orientation

• Joy of networking, events and personal acquisition

• Interest in perspectively taking responsibility for team and location

• Identification with our mission: Independence for women through financial security

• A responsible key position with a large design space

• An existing client base with further development potential

• An established brand with clear positioning and strong network

• Cooperation in an experienced and committed team

• Attractive, performance-oriented compensation structure

• Long-term perspective with entrepreneurial development opportunities