iAdvise Financial Services

Financial Planning and Analysis

• Betreuung der bestehenden Kunden
• Beratung der Neukunden
• Investment-, Vorsorge-, Absicherungs- und Finanzierungsberatung
• Teilnahme an einem qualifizierten Traineeprogramm und hochwertige Ausbildung zum Akademischen Finanzdienstleister
• Aufstiegsmöglichkeiten bis zum Abteilungsleiter

Trainee Financial Planning, Vermögensberatung

• Provide advice to our existing clients and acquire new clients
• Areas of expertise include investment, insurance and financing advice, budgeting, tax planning and housing/real estate planning
• Opportunities for advancement to department head

Investment and Financing Advisor

• Advise existing clients
• Acquire new clients
• Provide support through solid expertise in investment, insurance, and financing advice

Investment, Banking, Retirement and Financing Advisor

• Manage and advise our existing clients and provide consultation to new clients
• Area of expertise includes investment, retirement planning, protection/insurance and financing advice
• Internal career progression opportunities up to department manager

Trainee Financial Planning, Wealth Management

Manager

• Recruitment of personnel
• Onboarding of sales staff
• Leadership and coaching of client advisors and department managers
• Driving sales results

Trainee Financial Planning, Vermögensberatung

Investment and Financing Advisor

Investment, Banking, Retirement and Financing Advisor

Trainee Financial Planning, Wealth Management

Regional Sales Manager – Vienna, Lower Austria, Burgenland