Associate Financial Advisor

Company Description:

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.

Role Description

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.

Qualifications:

• Knowledge in financial planning, pension planning, and investments
• Basic understanding of finance
• Experience in wealth management
• Analytical skills, problem-solving competence, and excellent communication skills
• Degree in finance or a comparable qualification

Position: Financial Advisor

Responsibilities:

• Comprehensive financial planning and investment advice for clients
• Development and implementation of tailored financial strategies
• Building and maintaining close client relationships
• Keeping up with market trends and financial products
• Collaborating with team members to achieve company goals

Qualifications:

• Bachelor's degree in finance, economics, or a related field
• Proven experience as a financial advisor or in a similar role
• Knowledge of financial products, investment strategies, and market trends
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Certifications (e.g., CFP, CFA) are advantageous

Position: Team Leader

Responsibilities:

• Leading and mentoring a team of financial advisors
• Guiding and supporting team members in developing client relationships and financial strategies
• Monitoring team performance and implementing continuous improvement strategies
• Conducting regular training to enhance team skills and knowledge
• Promoting a positive and cooperative team environment

Qualifications:

• Bachelor's degree in finance, business administration, or a related field
• Proven experience in a leadership position in the financial services industry
• Strong understanding of financial planning and investment strategies
• Leadership, communication, and organizational skills
• Ability to motivate team members to achieve high performance
• Certifications (e.g., CFP, CFA) are a plus

How to Apply:

If you are ready to join a dynamic team and make an impact in the financial industry, we would love to hear from you! Please send us your resume and a cover letter outlining your qualifications and explaining why you are the perfect fit for this position.