Trainee Financial Planning, Wealth Advisory
iAdvise Financial Services
Investment, Banking, Pension & Financing Advisor
iAdvise Financial Services
full-time
Posted on:
Location Type: Hybrid
Location: Wien • 🇦🇹 Austria
Visit company websiteSalary
💰 €4,000 - €7,000 per month
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Experience as a financial and investment advisor from the banking, insurance or investment sector
- For career changers: polished professional presence and flawless German
- For candidates with industry experience: completed BÖV, insurance agent and/or financial advisor examinations are an advantage
Benefits
- Performance-based revenue sharing
- Bonus payments
- Company car
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advisoryinvestment advisoryinsurance advisorybudgetingtax planninghousing planning
Soft skills
consultingclient acquisitionprofessional presencecommunication
Certifications
BÖVinsurance agent examinationfinancial advisor examination