Fonds Finanz Maklerservice GmbH | Germany | 80xxx München | Permanent position | Full time / Home office | Published since: 07.01.2026 on stepstone.de
Product Advisor Investment (m/f/d)
Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!
For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support! !
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Your tasks • Your profile • What we offer
Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!
For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!
You are our financial intermediaries in this varied and responsible position in all questions about Investment in investment funds, asset management, fund-based Pension plans and regulatory consultancy requirements on the side. You actively support the acquisition and connection of new mediators Intermediate and accompany them at their successful start of cooperation. You inspire and train our mediators in the use our in-house investment consulting software. You support training, workshops and trade fairs to help our customers to inform customers and to expand the business relationship.
You are a banker (m/w/d) or you have a similar training with multi-year professional experience in investment consulting. You understand the relationship between the financial and capital markets and are interested in their development. You have a communicative, service-oriented personality and brings Passion for the B2B business and the investment via Funds/ETFs. You know the legal requirements of consulting documentation in the banking and ideally in the financial intermediary market. You bring a structured, self-sponsored way of working and you have the Ability to explain complex issues in a comprehensible way. You're going up in the team and progress is better than standstill? Then you are with your ideas with us in the team right.
Work-Life Balance: Flexible working hours, up to 2 days per week mobile work, 30 days vacation per year Health Management: Beneficiary membership in the fitness studio body + soul, health days, physiotherapy etc. Personal training: Personal budget for internal and external training offers Company & Team Events: Summer Festival, Christmas and Team Events as well as a Fun Area for a Good Together Engagement & Sustainability: Up to 3 days of special leave for participation in social and sustainable projects bAV & in-house consulting: Your future is important to us – so we grant your occupational retirement! You can also consult insurance and financial products free of charge and save up to 50 percent on completion! Gastronomy & coffee bar: balanced and full-quality food in the restaurant at our house, coffee bar with delicious barista coffee Personal onboarding: Comprehensive incorporation, Welcome Day for new colleagues
You think you fit us?
Great! Don't lose time and get involved with your resume and your salary.
We look forward to seeing you!
!
Contact
![]() | Fonds Finanz Maklerservice GmbH | |
| 80992 München | ||
| Germany | ||
| show e-mail |
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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