0Financial Advisor in Retail Banking (m/f/d)
Sparkasse Heidelberg | Germany | 69xxx Heidelberg | Permanent position | Part time - flexible / Full time | Published since: 22.09.2026 on stepstone.de ♿️

Financial Advisor in Retail Banking (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


The Sparkasse Heidelberg has a balance sheet total of around 8.4 billion. EUR and around 1,100 employees the largest savings bank of the Rhine-Neckar metropolitan region. It enjoys an excellent reputation and convinces by customer proximity and expertise. Support people in our region in their financial optimisation and apply to Sparkasse Heidelberg as a financial advisor (m/w/d) in individual customer business! Your tasks: They analyze customer needs and develop ...

Your tasks • Your profile • What we offer

The Sparkasse Heidelberg has a balance sheet total of around 8.4 billion. EUR and around 1,100 employees the largest savings bank of the Rhine-Neckar metropolitan region. It enjoys an excellent reputation and convinces by customer proximity and expertise. Support people in our region in their financial optimisation and apply to Sparkasse Heidelberg as a financial advisor (m/w/d) in individual customer business! Your tasks: You analyze customer needs and develop tailor-made financial and asset concepts within the framework of our Sparkassen Financial Concept. You carry out complex securities consultations, develop sophisticated investment strategies and bring your own enthusiasm and joy in consulting. You take responsibility for your own customer base and specifically build long-term relationships with your customers and new customers. Your profile – let us inspire you: You have successfully completed a banking training and a training course to the bank business operator (m/w/d) or a comparable training. You have a corresponding professional experience in consulting wealthy private customers. You work service-oriented and meet customers with professional enthusiasm and commitment to their affairs. Your affinity in the handling of digital media is your individual customer advisor (m/w/d) as well as your openness for technical innovations. Our Benefits – we will also inspire you:

work-life balance – you benefit from flexible working time models with working time recording and sliding time. 32 vacation days, a work-free day on your birthday and the option to buy more holiday days also give you enough time to enjoy your life outside the job.

combination – we live an open and value-adding corporate culture, in which independent work and competent support of a dynamic team go hand in hand.

karriere – a well-founded integration and a wide range of possibilities for personal, technical and methodological further education are guaranteed.

Conservation – as a signatory to the Charter of Diversity, we are committed to diversity and equal opportunities – for all employees and leaders.

compensation – the Sparkasse is a collective public employer and applies the TVöD and the TVöD-BT-S. The remuneration is governed by the tariff regulations, in particular by sections 12 to 25 TVöD and the relevant regulations of the TVöD-BT-S. The enrollment of the enrolled body is expected to be carried out in the 10th section B XXV. Depending on the relevant professional experience, an assignment to levels 1 to 3 is regularly considered when hiring. This currently results in a monthly tariff gross entry fee ranging from EUR 4.124 to EUR 4.794. In addition to the table fee, further collective wages are granted in accordance with the collective agreements mentioned, in particular an annual special payment or special savings banks payment.

additional services – we also allow you to provide a company pension, asset-effective services, and a discounted Germany ticket job for only 20 €, an extensive health management, bicycle leasing, company sports community, strong conditions for employees and much more.

We place a special focus on the proportion of women in specialist and managerial careers – applications in parttime are also welcome. Disabled candidates are treated with the same suitability and the same skills. Do you have any questions? Do you want more dynamics and more of life with an excellent employer? Then we should get to know each other! Apply online via our online application portal www.sparkasse-heidelberg.de/stellenangebote. Please contact us Verena Breitner Referentin Stellenmarkt Telephone 06221 511-3161 verena.breitner@sparkasse-heidelberg.de or Hendrike Knust Referentin Stellenmarkt Telephone 06221 511-3285 hendrike.knust@sparkasse-heidelberg.de

Location

ava Sparkasse Heidelberg
69115  Heidelberg
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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