Financial Consultant Trainee

In this role, we’re looking for you to be skilled in building lasting relationships so that you can bring your expertise in financial services and provide customized solutions for your clients.

But don’t let a limited background in financial services intimidate you. If you’re a people person, strong communicator and business savvy keep reading.

For nearly four decades, HORBACH has been developing tailored financial solutions for academics. To this end, we focus on the dreams and plans of our customers.

Together, we develop a personal financial plan - tailored to all facets of life.

Our mission : financial security and freedom for all our customers. For a lifetime.

Our HORBACH Expats team in Munich specializes in multilingual financial planning for expats living in Germany and in need of financial advice.

The right person for this role will have an entrepreneurial mindset, strong work ethic, drive for development and be skilled in building lasting relationships.

Aufgaben

• Build your own client network and foster lasting relationships in the expat community of your choice
• Calling and consulting prospects side-by-side with your assigned mentor on financial planning topics (investment, real estate, pension planning, insurances)
• Qualify yourself to become a certified financial consultant - to bridge the gap between client needs and financial solutions

Qualifikation

Our ideal candidate has :

• Strong communication skills
• English and German language business fluency (B2+) - additional languages are a plus
• Sales and / or consulting experience, no experience in finance needed
• Proven ability to collaborate, consult and partner with clients or key stakeholders and joy in working with people daily

Benefits

• Join a culture where hard (and smart) work is rewarded. Benefit from an uncapped performance-based income.
• Be equipped for success. Join a 6-month training program alongside new team members to achieve your goals step by step.
• Experience an enriching work environment . Join a diverse community of ambitious, innovative and interpersonal team members who cheer on each other's successes (and have lots of fun along the way).
• Become a certified financial advisor. Consult with clients on your own in the future with a sponsorship from HORBACH that covers your exam training and certification costs.
• Work independently, grow in the community. Receive a mentor and join a network of industry professionals at a company with four decades of experience as the market leader in Germany.
• Choose your level of flexibility. Acquire the skills to be able to work a schedule that works best for your needs.
• Munich-based - Germany-wide. Join us in person at the HQs in Munich or work remotely - our clients are everywhere and so is our team.

If :

• Building relationships and bridging solutions make you excited.
• You’re interested in a consulting career within financial services.
• Entrepreneurship is something that interests you.
• A high level of ownership is motivating.

Then apply here and we'll be in touch

Multilingual financial planning for expat professionals living in Germany - following the HORBACH philosophy, market leader in financial planning since 1983.