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Junior financial advisor

Berlin
Finfreiheit Solutions
Advisor
Inserat online seit: Veröffentlicht vor 14 Std.
Beschreibung

Company DescriptionFinfreiheit Solutions offers comprehensive wealth management solutions to Germany's diverse demographic, including expatriates, German nationals, and international residents. The service portfolio includes investment portfolios, tax-optimization strategies, children's education planning, and insurance frameworks. All products are Germany-domiciled for regulatory compliance and international portability.QualificationsFinancial Planning and Finance skillsRetirement Planning expertiseInvestment knowledgeFinancial Advisory experienceBachelor's degree in Finance, Economics, Business, or related fieldStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesRelevant certifications such as CFP or CFA are a plusWhat We Offer:Competitive Compensation: Performance-based commissions. At our company, commissions are paid out directly.Mentorship Program: We offer a 6-month mentorship program with an attractive additional bonus, ensuring a financial secure and successful start to your career.Development Opportunities: Ongoing training in financial products and sales techniques.Flexibility: Hybrid working options and flexible hours to suit your lifestyle.Resources: A strong back-office team to support your client interactions and administrative needs.Your Responsibilities:Client Acquisition & Consultation: Identify potential clients and present customized financial and investment solutions to meet their needs.Relationship Management: Build long-term, trust-based relationships with clients and strengthen existing connections.Needs Analysis: Conduct in-depth assessments to understand clients' financial goals and challenges.Sales of Financial Products: Actively promote and sell investment solutions, retirement plans, and other financial services.Presentations & Closures: Deliver compelling presentations and guide clients confidently through the decision-making process to close deals.

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