iAdvise Financial Services
iAdvise Financial Services
iAdvise Financial Services este o companie de consultanță financiară care îi ajută pe oameni să se pregătească pentru nevoi în schimbare și obiective pe termen lung. Serviciile sale de consultanță sunt adaptate unor etape importante, precum întemeierea unei familii, o tranziție profesională sau atingerea independenței financiare. Bazându-se pe expertiză în finanțe, asigurări și consultanță, iAdvise formulează recomandări ținând cont de situația și aspirațiile fiecărui client. Compania a fost fondată în 2020 și are o echipă de 11–50 de angajați.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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