Wealth Management Advisor

Deutsche Vermögensberatung (DVAG), founded in 1976, is a leading privately held financial services corporation based in Germany, with operations extending to Austria and Switzerland. DVAG provides personalized financial solutions, including consumer insurance, retirement planning, savings, financing, and mutual funds. The company emphasizes comprehensive and tailored financial advice to support clients in achieving their financial goals. With decades of experience, DVAG has established itself as a trusted partner in wealth and financial management.

Role Description

This is an internship (leading to full-time) opportunity for prospects located in NRW, with a hybrid work model allowing for some remote work flexibility. As a Wealth Management Advisor Intern, you will assist in developing financial plans for clients, conduct client assessments, and provide insights for financial, investment, and retirement solutions. You will also collaborate with advisors to design personalized wealth strategies and support clients in achieving their long-term financial objectives.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to help clients create customized financial strategies
• Knowledge of Investments and Wealth Management Services for assessing a range of financial opportunities
• Understanding of Finance principles to analyze and manage financial data effectively
• Strong interpersonal and communication skills for client engagement and relationship building
• Motivated to learn and develop expertise in the field of wealth management
• Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field
• Fluency in German; additional language skills, especially English, are advantageous
• Prior experience or internship in the financial sector is a plus