iAdvise Financial Services

Financial Planning and Analysis

• Provide advice to our existing clients
• Acquire new clients
• Specialize in investments, insurance and financing advisory
• Budget, tax and housing planning

Investment, Banking, Pension, Financing Advisor

Manager

• Recruitment
• Onboarding and training of sales staff
• Leading and coaching client advisors and department managers
• Driving sales results

Regional Sales Manager

• Beratung bestehender Kunden
• Neukundengewinnung
• Unterstützung im Budget-, Steuer- und Wohnraumplanung
• Financial Planning in Investment, Versicherung und Finanzierungsberatung

Investment, Bank-, Vorsorge-, Finanzierungsberater:in

• Consulting with our existing clients
• Acquiring new clients
• Areas of expertise include investment, insurance and financing advisory, as well as budgeting, tax and housing planning
• Internal advancement opportunities to department manager

Investment, Banking, Pension & Financing Advisor

• Recruiting personnel
• Onboarding and training sales staff
• Leading and coaching client advisors and department heads
• Driving sales results

• Providing support to our existing clients
• Advising our new clients
• Specialization: investment, retirement and pension planning, protection (insurance) and financing advice
• Participation in a qualified trainee program

Investment, Banking, Pension, Financing Advisor

Regional Sales Manager

Investment, Bank-, Vorsorge-, Finanzierungsberater:in

Investment, Banking, Pension & Financing Advisor

Regional Sales Manager

Trainee Financial Planning, Wealth Advisory