Finanzberatung Schorn GmbH | Germany | 28xxx Bremen | Permanent position | Part time - flexible / Home office | Published since: 14.07.2026 on stepstone.de
Financial Advisor - Investment Advice / Retirement Provision / Insurance (m/f/d)
What arises when passion and expertise meet to shape the financial future? We enable people to achieve their financial goals and create sustainable values. As part of our team, you take the responsibility to develop and implement individual financial strategies. Here you will find a task that meets you personally and professionally by taking real influence on the lives of our clients.
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Your tasks • Your profile • What we offer
You advise customers:inside holistic about financial issues, such as investment advice, and pension provision You analyze the financial situation and develop individual, targeted financial concepts You build long-term, trusting customer relationships and care for them You accompany customers: in decision-making processes You conduct consultations personally and competently You work on the further development of our consulting processes and offers and contribute to the positioning of our consulting company in the regional and supra-regional market
You bring at least 1-2 years of professional experience in financial consulting You have completed training or studies in finance, business or banking – or a comparable qualification You know very well with financial products like investment funds and pensions You have a real interest in sustainable financial solutions and long-term customer relationships You can explain complex topics in a comprehensible way and go openly and empathically to people You work independently, but you also enjoy working together in a small, dedicated team
A meaningful task area with high self-responsibility A dedicated, collegial team in an owner-managed financial consulting company Possibility to develop and take responsibility An open corporate culture with short decision-making and space for your own ideas Attractive remuneration and performance-oriented components Modern work tools and contemporary consulting and IT tools Flexibility and a centrally located workplace in Bremen Possibility of Home Office Flexible working hours with a core working time 28 days Germany ticket
Location
| Finanzberatung Schorn GmbH | ||
| 28195 Bremen | ||
| 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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