Description
The role analyzes the costs and income of private households, creates tailored financial plans, advises on retirement provision and insurance, optimizes tax and saving strategies, and supports investment decision-making. It is intended for career changers or newcomers to financial services, with no prior financial-sector experience required; candidates need strong communication, German language skills, and a Class B driver’s license or willingness to obtain one. The employer offers onboarding, training, development opportunities, performance-based compensation, flexible hours, and long-term career prospects.
