Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
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Hybrid Trainee Financial Planning, Wealth Advisory
Posted 2 months ago
About the role
- Join iAdvise Financial Services as a Trainee in financial planning and consulting to support existing customers and acquire new ones. Comprehensive training and development opportunities available.
Responsibilities
- Serve and support existing clients and advise new clients
- Areas of expertise include investment, retirement/pension planning, insurance/protection, and financing advice
- Opportunity to participate in a structured trainee program with high-quality training
Requirements
- Completed secondary education (high school diploma or equivalent)
- Professional demeanor and presentation
- Excellent German language skills (minimum age: 23)
Benefits
- Depending on performance, additional bonus payments and possibly a company car
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