VZ VermögensZentrum | Germany | 81xxx, 80xxx München | Permanent position | Part time - flexible / Full time | Published since: 20.08.2026 on stepstone.de
(Junior) Financial and Estate Planner (m/f/d)
You want to help people achieve their financial goals? Without sales printing and product specifications? Then you will suit us: We advise customers independently and completely to retire, old-age provision, investment and estate. You want to grow with us? Join now for our location in the heart of Munich.
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Your tasks • Your profile • What we offer
You support our planning team in financial and succession planning. In doing so, you analyze the income and wealth situation of our customers and develop solutions for asset transfer through inheritances or donations. You advise customers on issues of estate planning and support them in the process, e.g. in the execution of the will.
You have a training in banking, legal or tax matters, ideally supplemented by a further education or study. Financial, preventive and investment topics are of interest to you. First experiences in succession planning are advantageous. You enjoy dealing with people and personal, individual advice. With MS Office, you'll be safe. You work independently and get in the team.
Part-time or full-time – also for professional returners Perspective of Responsibility for Own Areas Consultancy with meaning: You accompany individuals in key financial decisions – on a fee basis and without sales pressure Growth with perspective: The VZ asset center has been growing successfully for years – you can grow with us Attractive Extras: Job Ticket, Occupational Care, Pluxee, EGYM Wellpass and Team Events
Location
 | VZ VermögensZentrum | |
| 80333 München | ||
| 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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