Investment, Banking, Retirement & Financing Advisor
iAdvise Financial Services
full-time
Posted on:
Location Type: Hybrid
Location: Wien • Austria
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Salary
💰 €4,000 - €7,000 per month
About the role
- Advising existing clients
- Acquiring new clients
- Financing advice and financial planning, including budgeting, tax and housing/real estate planning
- Supported through a qualified trainee program and training toward certification as an Academic Financial Services Professional
Requirements
- Experience in the banking, insurance or investment sector
- Professional demeanor
- Excellent command of the German language
- Completed BÖV, insurance agent and/or financial/wealth advisor certification is a plus
Benefits
- Commission / revenue-sharing
- Bonus payments
- Company car
- Internal career advancement opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningbudgetingtax planningreal estate planning
Soft Skills
advisingclient acquisitionprofessional demeanorcommunication
Certifications
BÖVinsurance agent certificationfinancial advisor certificationwealth advisor certificationAcademic Financial Services Professional