GLOBAL-FINANZ AG

Financial Advisor, Personal Financial Planning

GLOBAL-FINANZ AG

full-time

Posted on:

Location Type: Remote

Location: Germany

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About the role

  • Intensive onboarding: You will receive practical, hands-on training in financial products, advisory techniques and sales processes from day one.
  • Preparation for the IHK exams: Together with experienced mentors you will learn everything required for exams under §34d, §34i or §34f of the German Trade Regulation Act (GewO).
  • Personal coaching: In regular feedback sessions we work on your strengths and provide clear development prospects.
  • Supervised advisory experience: Even during the training you will have the opportunity to observe initial client meetings or conduct them under guidance.
  • Holistic advisory: You analyze your clients' financial situations and develop tailored plans for retirement planning, insurance and wealth accumulation.
  • Building and expanding your client base: Through marketing activities and proactive outreach you build your own network.
  • Independent scheduling and work organization: You plan your advisory appointments yourself and benefit from flexible working — whether in the office, from home or at clients' premises.
  • Continuous professional development: Regular specialist trainings, seminars and digital learning formats keep you up to date.

Requirements

  • Motivation & willingness to learn: You are ready to immerse yourself in new topics and take on responsibility.
  • Strong communication skills: Enjoy interacting with people, whether face-to-face or by phone.
  • Structured working style: Organizational talent and self-initiative help you succeed independently.
  • Open to career changers: Whether you already have sales experience or come from another field — we value your willingness to learn.
  • Ideally: Initial knowledge in commercial/business administration, sales or finance topics (not required!).
Benefits
  • Recognized qualification: Thanks to our structured training and the IHK exams you obtain an official certification that opens doors in the long term.
  • Attractive earning opportunities: Our transparent commission and bonus system enables above-average income — commensurate with your performance.
  • Mentoring & team spirit: Experienced finance professionals support you during initial client appointments and foster your development.
  • Flexible working hours: Ideal to balance work, family and leisure.
  • Long-term career prospects: With us you can develop professionally and personally — from financial advisor to leadership roles with your own team.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial productsadvisory techniquessales processesretirement planninginsurancewealth accumulationcommercial administrationsalesfinance
Soft skills
motivationwillingness to learnstrong communication skillsorganizational talentself-initiativeinterpersonal skills
Certifications
IHK exams§34d GewO§34i GewO§34f GewO