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Signal Iduna

Wealth Management Advisor

Original title: Fachberater Vermögensmanagement (m/w/d)

Signal Iduna
Soest, NW201-500 employeesSkilled
Full-time
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This job is at Signal Iduna. You apply to them, not to GoAusbildung.

  • Start Date

    On request

  • Sector

    Finance and insurance

  • Salary

    Competitive salary

Listing data as of November 4, 2026

About this Apprenticeship

SIGNAL IDUNA Asset Management GmbH, which coordinates and optimises the investments of all of SIGNAL IDUNA, is looking for sales partners who build up private wealth through investments within the insurance portfolio. The work is done as a self-employed agency partner under § 84 HGB.

What You'll Learn

  • Advising private and business customers on all questions of provision and private wealth building or wealth management
  • Looking after and expanding existing customer relationships with investment potential in your region

Requirements

  • A commercial training, preferably in the banking or insurance sector, or a degree in business or finance, or a comparable qualification
  • Preferably (several years of) experience in investment advice
  • Team player skills with a customer focus
  • Confident, likeable manner
  • Strong self-motivation and good stress resistance

What Signal Iduna offers

  • Cooperation as a self-employed agency partner (work under § 84 HGB) with a SIGNAL IDUNA agency
  • Guaranteed income to stabilise earnings
  • Success-based closing and portfolio commission with no cap
  • Technically supported advice and brokerage under the liability umbrella of SIGNAL IDUNA Asset Management GmbH
  • Personal agency support from specialists, both professionally and on topics around self-employment
  • Modern advisory and closing process
  • A broad product range with various investment strategies for every investor type and goal, or a broad product range with a private banking character and investment options following the best-advice principle
  • Access to a large network of insurance customers and the chance to specialise in other fields, such as retirement provision, real estate or other forms of investment

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