(Junior) Financial and Estate Planner, 80-100% (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. (m/w/d), 80-100% It's waiting for you 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. That's what you bring 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. We offer you 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 That's the way Upload your CV and your testimonials, in a video interview we learn and know. If everything fits, you meet your superiors and your team to talk. GrowthNew projects and markets offer plenty of space for their own ideas and initiatives. Flexible work We enable flexible working time design and part-time work. Eye heightWe work hand in hand, professionally networked and across locations. I would like to help you with any questions Melina Solci Team Leader Recruiting Services

VZ asset center (main seat) Maximilianspl. 12 80333 Munich Apply now Information about Data Protection for Applicants Share this job: Apply Now Share this job: