Investment advisor for private clients - Shrub Oak, United States - Stellar Innovations

Stellar Innovations

Verified Company

Shrub Oak, United States

3 days ago

Posted by:

Michael Johnson

beBee Recruiter

Description

Tradition and Vision

Humanity and Success We are a modern company with a centuries old tradition.

This is based on the cooperative principle "One for all - all for one". And we stick to it. At our company, you work as a team player (m/f/d) and can always rely on your colleagues. This is where we draw our strength and prepare ourselves for the future. We offer you a modern and secure working environment, innovative solutions, and room for new ideas. We are already facing the challenges of the future today to provide you with a long-term perspective.

Private Client Investment Advisor (m/f/d) Do you want to find the right investment and wealth management strategies for our private clients at our branches in Koblenz or Lahnstein? Then we should get to know each other.

As part of our hybrid consulting approach, you will support our clients in person or digitally.

Your tasks Your main responsibility is to support and advise our clients in the "affluent private clients" segment in the regional management in a structured manner on topics such as retirement planning, wealth accumulation, and inheritance matters.

In addition to our in-house investment solutions, you actively use the products of our cooperation partners Union Investment, Schwäbisch-Hall, DEVK, and pro aurum to develop wealth structuring solutions.

As an investment optimizer (m/f/d), your personal goal is to achieve outstanding sales results, especially in the area of fund consulting.

You will also contribute