Financial Planner 80 - 100 %

Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us.

• acquire and advise our services in the area of financial planning as well as general pension topics
• create financial plans and specific expert analyses (private/business clients and entrepreneurs)
• present solutions to customers and support the active implementation of the defined measures
• advise and support customers on the primary topics of power of attorney and living will in cooperation with network partners
• identify and highlight cross-selling opportunities
• support customer advisors in technical questions
• participate in customer and training events, as well as give expert lectures

• several years of practical experience in the preparation of comprehensive financial plans
• a completed further education in the field of financial planning (financial planner with federal diploma, federal financial planning expert, MAS Financial Consulting or SME financial expert)
• up-to-date expertise and several years of professional experience in the financial services sector
• enjoyment of customer contact as well as result- and goal-oriented work
• independence, efficiency and accuracy and strong communication skills
• IT user skills, especially Logismata, Excel and PowerPoint
• willingness to travel and mobility (driving license B)