iAdvise Financial Services
iAdvise Financial Services
11 – 50 Қызметкерлер
КонсалтингҚаржыСақтандыру
iAdvise Financial Services is a financial consultation company that helps individuals plan for changing needs and long-term goals. Its advisory services are tailored to milestones such as starting a family, navigating a career transition, or working toward financial independence. Drawing on expertise across finance, insurance, and consulting, iAdvise develops recommendations around each client's circumstances and aspirations. The company was founded in 2020 and has a team of 11–50 employees.

Investment and Financial Advisor

Investment and financing advisor at iAdvise Financial Services, an Austrian financial planning company. Advise existing clients and attract new clients in Vienna.

Сипаттама

  • Advise existing clients
  • Win new clients
  • Provide guidance on investments, insurance and financing
  • Prepare budget, tax and housing plans
  • Take part in a trainee and onboarding program for career changers
  • Potential to progress internally to Department Manager

Талаптар

  • Career changers need no prior qualifications, but should present themselves professionally and have excellent German skills
  • Experienced applicants should have financial and investment advisory experience in banking, insurance or investments
  • A completed BÖV, insurance agent or financial advisor examination is an advantage
  • Experienced applicants, or those who complete onboarding, should be able to advise on investments, insurance, financing, budgeting, tax and housing

Артықшылықтар

  • Structured trainee program and advanced training toward academic qualification as a financial services professional
  • Option to pursue a bachelor's or master's degree, including CFP certification
  • Comprehensive onboarding
  • Attractive income from the start
  • Internal opportunities to advance to Department Manager
  • Revenue sharing
  • Bonus payments
  • Company car

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