ADS Allgemeine Deutsche Steuerberatungsgesellschaft mbH | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 23.01.2026 on stepstone.de
Financial Planner (Junior Level) – Financial Planning & Private Finance (m/f/d)
You're at the heart of us! As part of the EDEKA Group, we are active throughout Germany – with comprehensive expertise in taxes, finance and business management. At 25 locations we are active with over 1,000 employees:inside for about 8,000 clients:inside with great commitment. Our private consulting business unit bundles our expertise in holistic financial planning. We are among the largest specialist providers in Germany and design the financial planning of the future – data-based, AI-supported and with high quality standards. Together with experts: from tax, corporate and legal advice, we develop individual concepts for our clients – from asset building and hedge accounting to asset succession. We also support private and entrepreneurial property decisions. On your way to the financial planner we accompany you intensively. In a two- to three-year training-on-the-job, you will learn all facets of financial planning – supported by a personal mentor. At the same time, you complete the professional training for the CERTIFIED FINANCIAL PLANNER® at a renowned business school – and we take over the majority of the costs. .
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Your tasks • Your profile • What we offer
Professional studies with subsequent certification for CFP® Product-neutral, analytical work without sales tasks with focus Backoffice Analysis of the financial situation of our clients and structured data processing Support of the team in the preparation and follow-up of consulting processes, data processing, quality assurance, processes and reporting Working on the further development of our AI models and data-driven planning approaches
Successfully completed training in the financial sector (bank or insurance businessman/wife) with further education on the subject or Careful and structured operation Joy of analytical tasks and high number affinity independent work and fun at work in the team High readiness for learning and use Openness for modern, data-based solutions such as artificial intelligence
Flexible working time design: sliding time and hybrid work (Mix from Office & Home Office) Transparent time recording with overtime compensation 30 Holiday days + Christmas Eve & New Year's Eve free + half holiday day on birthday Individual onboarding & intensive incorporation Performance-oriented salary design Public transport grants, Jobrad, Sports and Health measures, Corporate Benefits Individual support for training Digital work environment, network with over 1,000 employees:inside Team events (summer party, Christmas party)
Location
 | ADS Allgemeine Deutsche Steuerberatungsgesellschaft mbH | |
| 81379 München | ||
| Germany |
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