About the role

  • Financial Planning Trainee at iAdvise Financial Services. Providing customer support and financial consulting after a qualified training program in Austria.

Responsibilities

  • Support and manage our existing clients
  • Advise our new clients
  • Specialization: investment, retirement planning, risk protection/insurance, and financing advice
  • Participation in a qualified trainee program
  • Opportunity to pursue a Bachelor's or Master's degree

Requirements

  • Completed secondary education
  • Impeccable professional presence
  • Fluent German (written and spoken)
  • Minimum age 23
  • Banking, insurance, or managerial experience (for special entry conditions)

Benefits

  • Performance-based additional bonus payments and, depending on results, possibly a company car

Job title

Trainee Financial Planning – Wealth Advisory

Job type

Experience level

Entry level

Salary

€2,000 - €3,500 per month

Degree requirement

High School Diploma

Location requirements

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