Senior Finance Analyst providing financial support for Supply Chain North America. Responsible for forecasting, performance tracking, and financial insights to drive business growth.
IS
Hybrid Investment, Banking, Retirement & Financing Advisor
Posted yesterday
About the role
- Investment & Financial Consultant role at iAdvise Financial Services focusing on client advisory and financial planning. Join a dynamic team committed to making a difference in clients' financial futures.
Responsibilities
- 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
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