Investment-, Bank-, Vorsorge-, & Finanzierungsberater:in
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| Company Name | iAdvise Financial Services |
| Company Type | Private |
| Job Type | Full-Time |
| Salary Range | €4,000.00 – €7,000.00/mo |
| Location | Vienna, Vienna, Austria |
| Qualifications | None / No Formal Education |
| Experience | 1 Year+ |
Job Overview
iAdvise Financial Services is seeking an Investment-, Bank-, Vorsorge-, & Finanzierungsberater:in in Vienna, Austria. This role involves developing concrete solutions for clients’ optimal financial life planning and providing expertise in various financial areas.
Company Overview
iAdvise Financial Planner develops concrete solutions for your optimal financial life planning. Because these solutions are individual for each person, we start with a personal assessment of your situation, with the most modern analysis software solution on the Austrian market. We identify your possible risks, plan your goals with you and with all our expertise we deliver the best solutions for your financial future. Of course, we accompany and support you on your way, a lifetime. We do not think in individual areas, but take into account all phases of life and wishes: from securing income, secure asset accumulation, sufficient capital in old age to creating your own home.
Quick Details
- Salary Range: €4,000.00 – €7,000.00/mo
- Job Type: Full-time
- Qualifications: None
- Experience: 1 Year+
Key Responsibilities
- Develop individual financial life plans for clients.
- Conduct personal assessments of clients’ financial situations using modern analysis software.
- Identify potential financial risks and plan financial goals with clients.
- Provide expert solutions for clients’ financial futures.
- Support and guide clients through their financial journey.
Requirements
- Experience in financial planning and consulting.
- Knowledge of financial analysis software solutions.
- Ability to identify financial risks and plan financial goals.
- Expertise in various financial areas, including income security and asset accumulation.
- Excellent communication and interpersonal skills.
Benefits
- Opportunity to develop financial solutions for clients.
- Work with modern financial analysis software.
- Be part of a team that supports clients’ financial journeys.
- Contribute to securing clients’ financial futures.
- Professional development in financial planning.
- Collaborative and supportive work environment.