Sparda-Bank Südwest eG | Germany | 67xxx Worms | Permanent position | Full time / Home office | Published since: 24.07.2025 on stepstone.de
Investment Advisor / Investment Advisor Private Clients (m/w/d)
Our co-operative tradition is based on the principle “What one does not create, that many create” – and we adhere to it! We offer you a modern and safe working environment, innovative solutions and space for new ideas. Our values – fairness, simplicity, community and responsibility – shape our daily actions. Together we shape such a successful future. Investment Consultant (m/w/d) Branch Worms JOBV1_EN
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Your tasks • Your profile • What we offer
Our co-operative tradition is based on the principle “What one does not create, that many create” – and we adhere to it! We offer you a modern and safe working environment, innovative solutions and space for new ideas. Our values – fairness, simplicity, community and responsibility – shape our daily actions. Together we shape such a successful future. Investment Consultant (m/w/d) Branch Worms
Structured support and advice of our customers from the “Loaning Private Customers” segment on the topics of investment, prevention, asset building and inheritance Development of tailor-made asset strategies using in-house investment solutions and products from our cooperation partners Union Investment, DZ Bank, Schwäbisch-Hall, DEVK and pro aurum Hybrid consulting approach: customer support in presence or digital.
Completed training to the bank clerk / to the bank clerk (IHK) Continuing training for banking specialist / for banking specialist, at best with a focus on private customer business Alternatively: Adviser passport of an educational institution recognised in the cooperative sector or at least equivalent certification (e.g. in the field of investment advice or financial planning) Experience in banking in financial consulting, financial services – e.g. as investment advisor, asset advisor (m/w/d) desirable, but no condition
In addition to a work contract in a safe, socially responsible traditional company and a value-adding association, you can expect from us, among other things: Compensation for collective agreements incl. 13th monthly salary, cash benefits and collective pension Variable, over-tariff shareholding in sales earnings Homeoffice offers combined with flexible working hours Additional occupational pensions (pension funds, direct insurance, pay conversion) as well as time-value accounts and the possibility of recourse in leisure More Benefits are available at sparda-sw.de/jobs-and-jobs/services.html. The salary for the annual gross salary, including special tariff payment, profitsharing, asset-effective benefits and pension payments, is between €58,000 and €84,000 for this position, depending on the qualification and professional experience. JOBV1_EN
Company location
Location
| Sparda-Bank Südwest eG | |
| Worms | ||
| Germany |
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