A.S.I. Wirtschaftsberatung AG | Germany | 04xxx Leipzig | Contractor position | Full time / Home office | Published since: 26.10.2026 on stepstone.de
Financial advisor with portfolio takeover (m/f/d)
Do you have at least 5 years of experience in financial consulting and would like to advise your clients in the long term? At A.S.I. you have the opportunity to take over exclusive inventory clients of our academic target group – in particular (teachers) doctors, engineers and teachers. You don't have to do classic cold drinks. With us you are self-employed but never on your own: you receive a guaranteed fixed income for two years, benefit from an industry-leading commission model and take over a client base. Our central back office and our specialists will help you with professional and administrative tasks so that you can focus on the advice of your clients. In doing so, you have the opportunity to develop yourself as a shareholder of a business unit and to assume real leadership responsibility. .
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Your tasks • Your profile • What we offer
A comprehensive academic advice: you support your clients in the long term and advise them primarily on investment, asset building, financing, real estate as a capital investment and risk insurance. Take over and further develop existing clients: You serve an existing client base and specifically expand the existing customer relationships. As a broker, you work with a large network of over 150 product partners and align your recommendations to the individual needs of your clients. Designing perspectives: You continue to form business and can become a shareholder in perspective.
You have at least five years of professional experience in financial advice or customer advice at a bank or insurance You convince by your strong customer orientation and your entrepreneurial thinking A professional, targeted appearance is of course for you Training in banking or insurance or studying complete your profile.
Financial security: Guaranteed monthly fixed income for the first two years – supplemented by inventory and final commissions. The fix is not charged with commissions. Attractive merit: an industry-leading commission model with high income potential. Existing clients: Takeover of exclusive inventory clients and long-term customer relationships instead of classic cold acquisition. Product-independent advice: broker status and cooperation with a broad network of product partners. Professional support: extensive back office and professional specialists who keep your back free. Flexibility: Individually responsible design of your working day, flexible working hours and the possibility of mobile work. Entrepreneurial perspective: possibility to take over leadership responsibility, perspective as a shareholder of a business unit. .
Location
![]() | A.S.I. Wirtschaftsberatung AG | |
| 04109 Leipzig | ||
| Germany |
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