A.S.I. Wirtschaftsberatung AG | Germany | 01xxx, 10xxx, 18xxx, 59xxx, 14xxx, 13xxx, 12xxx, 70xxx, 91xxx, 45xxx Meschede, Stuttgart, Rostock, Essen, Erlangen, Dresden, Berlin | Permanent position | Full time / Home office | Published since: 11.11.2025 on stepstone.de
Senior Financial Advisor - Financial Services / Sales / Mentoring / Entrepreneurship (m/w/d)
Since 1969, we have been advising academics across Germany on all professional and financial issues from study planning to professional start-up, first insurance questions, our own practice, the property up to retirement provision and investment.
How do we do that? With our expertise, we bring your professional and private plans to success. Listening to what you want to think about how your goals can be achieved, advised and accompanied, will bring your ideas to success.
This requires a wide range of financial products. We will ensure this by working with more than 150 product partners. The diversity of our expertise - whether it be for professional start-up, branch or retirement planning - ensures the high quality standards of advice for our clients.
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Your tasks • Your profile • What we offer
Since 1969, we have been advising academics across Germany on all professional and financial issues from study planning to professional start-up, first insurance questions, our own practice, the property up to retirement provision and investment.
How do we do that? With our expertise, we bring your professional and private plans to success. Listening to what you want to think about how your goals can be achieved, advised and accompanied, will bring your ideas to success.
This requires a wide range of financial products. We will ensure this by working with more than 150 product partners. The diversity of our expertise - whether it be for professional start-up, branch or retirement planning - ensures the high quality standards of advice for our clients. You take care of stock manager:inside You win established new customers:inside You are responsible for specialist and leadership (Mentoring) You become shareholders: in a business unit (responsibility for leadership and development) You are responsible for senior sales tasks
You have at least three years of professional experience and are successful in advising high-ranking private customers (e.g. broker:in, bank advisor:in, mobile banking) You have broad knowledge of financial services You bring an entrepreneurial attitude and high self-motivation You have a high outcome orientation and sales leadership potential You have very good German skills
A strong company in your back, which is at your side with advice and action Strategic market access Performance financial services throughout the scope of the retail business Extensive Backoffice Support Single-sided stock transfers possible A training programme tailor-made to you to advance your personal career, such as qualified training opportunities in the field of financial planning for wealthy private customers: A pleasant working atmosphere, strong cohesion in flat hierarchies An attractive office, flexible and mobile work Company laptop, employee discounts and events
Location
 | A.S.I. Wirtschaftsberatung AG | |
| Meschede, Stuttgart, Rostock, Essen, Erlangen, Dresden, Berlin | ||
| Germany |
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