XpertsOne

·Today

XpertsOne

·Today

Finanzberater (m/w/d) - einstieg mit perspektive (german speaking)

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Location

onsite, Braunschweig, Lower Saxony, Germany

Commitment

Full Time

Level

Entry with Degree

Required skills

Financial analysisConsultingCustomer relationship managementFinancial planningRetirement planningWealth accumulationCommunication skillsOrganizationDigital advisory tools

Job Description

Du bist ein Organisationstalent mit einem Blick für Zahlen und einer Leidenschaft für Beratung?

In dieser Rolle analysierst du die finanzielle Situation von Privatkunden, entwickelst maßgeschneiderte Lösungen und baust langfristige Kundenbeziehungen auf. Übernimm Verantwortung, arbeite strukturiert und werde Teil eines starken Teams, das auf Verlässlichkeit, klare Strukturen und nachhaltige Lösungen setzt.

Deine Aufgaben

Analyse und Bewertung der finanziellen Situation von Privatkunden.
Entwicklung maßgeschneiderter Finanz- und Vorsorgelösungen.
Aufbau langfristiger Kundenbeziehungen auf Vertrauensbasis.
Unterstützung bei wichtigen Finanzentscheidungen (z. B. Altersvorsorge, Absicherung, Vermögensaufbau).
Nutzung digitaler Beratungstools und moderner Kommunikationswege.

Das bieten wir dir

Fundierte Einarbeitung und praxisnahe Schulungen.
Ein bewährtes Erfolgssystem mit klaren Strukturen.
Flexibilität und Freiheit in der Arbeitsgestaltung.
Moderne digitale Tools für effizientes Arbeiten.
Ein strukturiertes Onboarding-Programm für einen erfolgreichen Start.

Unsere Werte

Verlässlichkeit: Wir halten, was wir versprechen, für unsere Kunden und das Team.
Klare Strukturen: Definierte Prozesse und klare Zuständigkeiten.
Teamgeist: Gemeinsam erfolgreich durch Zusammenarbeit und Unterstützung.

Ready to join the team?

Apply now

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Sun
- 1:00 PM - 2:00 PM
  Senior Product Manager Interview
  Sarah Jenkins
- 2:30 PM - 3:00 PM
  Initial Interview
  Alex Chen
Mon
- 11:00 AM - 11:15 AM
  Product Manager Interview
  David G. (Hiring Manager)
- 4:15 PM - 5:15 PM
  First Round Interview
  Sophie L.
Tue
- 1:20 PM - 1:45 PM
  Introductory Interview
  Marta W.
- 2:30 PM - 3:00 PM
  Kick-off Interview
  Daria (HR)
Wed
- 1:00 PM - 1:45 PM
  Qualifying Interview
  James Miller
- 5:30 PM - 6:00 PM
  Discovery Interview
  Chris V.
Thu
- 2:30 PM - 3:00 PM
  First Interview
  Michael T.
- 4:00 PM - 5:00 PM
  Interview
  Den

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Feb 16, 2025

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Finanzberater (m/w/d) - einstieg mit perspektive (german speaking)

Required skills

Job Description

Deine Aufgaben

Das bieten wir dir

Unsere Werte

Ready to join the team?

Stop wasting hours on applications

Over 200,000 job seekers trust us

Frequently Asked Questions

How does Global Work AI apply to jobs without spamming?

Is Global Work AI safe for my professional reputation?

Do I need a “perfect” resume to use Global Work AI?

What will my resume and cover letter look like before they’re submitted?

Will recruiters be able to tell that I used AI to apply?

What if I’m not satisfied with Global Work AI?

Stop wasting hours on applications

Over 200,000 job seekers trust us

Frequently Asked Questions

How does Global Work AI apply to jobs without spamming?

Is Global Work AI safe for my professional reputation?

Do I need a “perfect” resume to use Global Work AI?

What will my resume and cover letter look like before they’re submitted?

Will recruiters be able to tell that I used AI to apply?

What if I’m not satisfied with Global Work AI?

Stop wasting hours
on applications

Frequently Asked
Questions

Stop wasting hours
on applications

Frequently Asked
Questions