Trainee Finanzberater - Vertrieb / Beratung / Mandanten (m/w/d) - A.S.I. Wirtschaftsberatung AG
Core
Trainee financial advisor supporting academics and high-net-worth individuals with comprehensive financial planning, including career start, retirement, insurance, and real estate financing.
Role type
Trainee financial advisor (sales & advisory)
Builds
Long-term client relationships and financial solutions for individual clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, client relationship building, financial planning, insurance knowledge, real estate financing expertise, professional communication
Preferred skills
Economics background, sales aptitude, self-starter mindset
Technologies
Financial planning tools, CRM systems
Responsibilities
Conduct initial client consultations alongside experienced advisors, analyze client financial situations, develop tailored financial solutions, build a personal client portfolio, prepare and follow up on advisory meetings, participate in specialized training programs
Seniority
Entry-level, structured training program
