Wealth Management Specialist Advisor
Original title: Fachberater Vermögensmanagement (m/
This job is at Signal Iduna. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Versicherung / Finanzen
Salary
Competitive salary
Listing data as of November 4, 2026
About this Apprenticeship
SIGNAL IDUNA Asset Management GmbH, which coordinates and optimizes the investments of all of SIGNAL IDUNA, is looking for sales partners who establish private wealth building through investments within the insurance portfolio. Work as a self-employed agency partner.
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
- You have commercial training, preferably in banking or insurance, or a degree in business, finance or a comparable qualification
- You ideally have (several years of) experience in investment advice
- You are a team player with a customer focus
- You have a confident, likeable manner
- You have strong self-motivation and good stress resistance
What Signal Iduna offers
- You work in cooperation as a self-employed agency partner (activity under § 84 HGB) with a SIGNAL IDUNA agency
- You receive a guaranteed income to stabilize earnings
- You receive performance-based closing and portfolio commission with no cap
- You use technically supported advice and brokerage under the liability umbrella of SIGNAL IDUNA Asset Management GmbH
- You can use personal agency support from specialists - professional and on self-employment topics - and a modern advisory and closing process
- You get a wide range of products with diverse investment strategies for every investor type and goal, or a wide range with a private banking character and investment options following the best-advice principle
- Additional benefits: access to a large network of insurance customers and the chance to specialize in further fields
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