Trainee Finanzberatung / Junior Finanzberater

Onsite Erding

trainingdevelopment

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Job description

You will undergo a structured training program to become a financial advisor in Erding. The role focuses on asset management and financial planning without sales responsibilities.

Details

Erding, work from office
Full-time, permanent position
Completed commercial training, e.g., in banking or insurance
Experience with MS Office and digital applications

The work

Participate in financial analyses and client meetings
Prepare investment and retirement concepts
Gradually take on client advisory tasks under supervision
Manage existing client mandates after qualification