Personal development: We support you individually through targeted training, IHK-certified programs and regular coaching.
State-of-the-art advisory tools: Digital workflows and efficient processes let you focus on what matters: advising your clients.
Holistic advice: You analyze your clients' financial situations and develop tailored solutions for retirement planning, insurance and wealth building.
Building and expanding your client base: You grow your own network through marketing activities and proactive outreach.
Independent scheduling and work organization: You plan your appointments independently and benefit from flexible working—whether in the office, from home or at clients' premises.
Continuous professional development: Regular specialist trainings, seminars and digital learning formats keep you up to date.

Motivation & willingness to learn: You are prepared to dive into new topics and take on responsibility.
Strong communication skills: Enjoy interacting with people, whether in person or by phone.
Structured working style: Organizational skills and initiative help you succeed independently.
Open to career changers: Whether you already have sales experience or come from a different field—your willingness to learn is what counts.
Ideally: Some initial knowledge in commercial/administrative areas, sales or financial topics (not required).

Recognized qualification: Through our structured training and the IHK examinations you obtain an official qualification that opens doors over the long term.
Attractive earning potential: Our transparent commission and bonus system enables above-average income—reflecting your performance.
Mentoring & team spirit: Experienced finance professionals support you during your first client meetings and foster your development.
Flexible scheduling: Ideal for balancing work, family and leisure.
Long-term career prospects: You can grow professionally and personally— from financial advisor to leadership roles with your own team.

Financial Advisor – Personal Financial Planning, Career Change with IHK Certification

Key skills