Wealth Management Specialist Advisor - Annaberg-Buchholz /
Original title: Fachberater Vermögensmanagement -(m/
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, one of the largest German insurers and financial service providers, is looking for a wealth management specialist advisor. The work is self-employed as an agency partner (§ 84 HGB) in cooperation with a SIGNAL IDUNA agency. You advise private and business clients on retirement provision and wealth building.
What You'll Learn
- Advising private and business clients on all questions of retirement provision and private wealth building or wealth management
- Looking after and expanding existing client relationships with investment potential in your region
Requirements
- You have a commercial vocational qualification, preferably in banking or insurance, or a degree in business, finance or a comparable qualification
- You gladly bring (several years of) professional experience in investment advice
- You have team player skills with a strong customer focus
- You have a confident, likeable manner
- You have strong self-motivation and good stress resistance
What Signal Iduna offers
- You enjoy the freedom of self-employment as an agency partner (§ 84 HGB) in cooperation with a SIGNAL IDUNA agency
- You receive a guaranteed income to stabilize your earnings
- You benefit from success-based closing and portfolio commission with no cap
- You get technically supported advice and brokerage under the liability umbrella of SIGNAL IDUNA Asset Management GmbH
- Personal agency support from specialists is at your side, both professionally and on topics around your self-employment
- You work with a modern advice and closing process
- You have access to a wide range of products with various investment strategies for every investor type and goal, or a wide range of products with a private banking character and investment options following the best-advice principle
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