Wealth Management Adviser
Original title: Fachberater Vermögensmanagement (m/
This job is at Signal Iduna. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Finanzdienstleistungen und Versicherungen
Salary
Competitive salary
Listing data as of November 4, 2026
About this Apprenticeship
SIGNAL IDUNA Asset Management GmbH is seeking self-employed sales partners to develop personal investment services for its existing insurance customers.
What You'll Learn
- Advise private and business customers on financial provision, personal wealth building and wealth management
- Maintain and develop existing customer relationships with investment potential in your region
Requirements
- Completed commercial vocational training, preferably in banking or insurance, or a degree in business, finance or a comparable qualification
- Preferably several years of experience in investment advice
- Teamwork skills with a focus on customers
- A confident, approachable manner
- Strong self-motivation and the ability to handle stress well
What Signal Iduna offers
- Cooperation with a SIGNAL IDUNA agency as a self-employed agency partner under Section 84 of the German Commercial Code
- Guaranteed income to stabilise earnings
- Uncapped commission on completed sales and existing customer business, based on results
- Technology-supported advice and brokerage under the regulatory liability umbrella of SIGNAL IDUNA Asset Management GmbH
- Personal agency support from specialists on professional matters and self-employment, plus modern tools for advice and completing sales
- A broad product range with investment strategies for every investor type and goal, or a broad product range with private banking features and investment options following the best-advice principle
- Access to a large network of insurance customers, direct access to potential clients, opportunities to specialise further in retirement planning, property or other investments, and opportunities to keep developing your expertise
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