ADS Allgemeine Deutsche Steuerberatungsgesellschaft mbH | Germany | 22xxx, 21xxx, 81xxx, 20xxx, 80xxx München, Hamburg | Permanent position | Full time / Home office | Published since: 23.01.2026 on stepstone.de
Certified Financial Planner (CFP®) oder Certified Foundation and Estate Planner (CFEP®) (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. From the outset, you take high responsibility for your own and in a challenging, meaningful activity with direct added value for our client: inside without sales tasks. A professional, collegial and highly innovative environment awaits you, in which cooperation at eye level is obvious. .
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Your tasks • Your profile • What we offer
Integrated financial planning with analysis of the assets, family and income structures and identification of risks, opportunities and needs of action – as a basis for independent, sound recommendations in the sense of a comprehensive CFP® strategy (for CFEP® qualification: creation of holistic analyses in the area of asset succession and estate planning) Presentation and explanation of results via zoom or Microsoft teams or on site Regular updating of financial planning and support of clients over the entire life cycle Working on the further development of our AI models and data-driven planning approaches Close cooperation with tax consultants, lawyers and other experts from clients
Certified Financial Planner (CFP) or Certified Foundation and Estate Planner (CFEP) certification Knowledge and ideal experience in advising wealthy private customers:inside or entrepreneurial families Extensive understanding of economic relations and basic tax and legal mechanisms Strong analytical skills as well as careful and structured working independent work and fun at work in the team
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 | |
| München, Hamburg | ||
| 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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