Deutsche Vermögensberatung, founded in 1976 by Dr. Reinfried Pohl, offers comprehensive financial services for private clients in Germany, Austria, and Switzerland. Our services include insurance, pension plans, savings and financing solutions, and investment funds.
As a Financial Advisor, you will assist our clients in planning their financial future. Your tasks will include analyzing individual client needs, creating tailored financial plans, and providing continuous support to adapt to changing life situations. This full-time position is hybrid, based in one of our offices across Germany or, if preferred, largely from home.
Basic understanding of finance
Degree in finance or a comparable qualification
Financial Advisor
Bachelor's degree in finance, economics, or a related field
Proven experience as a financial advisor or in a similar role
Leading and mentoring a team of financial advisors
Guiding and supporting team members in developing client relationships and financial strategies
Bachelor's degree in finance, business administration, or a related field