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
Financial Services and Insurance
Salary
Competitive salary
Listing data as of November 3, 2026
About this Apprenticeship
SIGNAL IDUNA Asset Management GmbH is seeking self employed sales partners to advise individual and business clients on financial provision, wealth building and wealth management. You will work as an independent agency partner under Section 84 of the German Commercial Code in cooperation with a SIGNAL IDUNA agency.
What You'll Learn
- Advise individual and business clients on all aspects of financial provision, personal wealth building and wealth management
- Maintain and expand existing client 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
- Professional experience in investment advice, ideally several years, is welcome
- Teamwork skills with a focus on customers
- A confident and friendly manner
- Strong personal motivation and the ability to handle stress well
What Signal Iduna offers
- Cooperation with a SIGNAL IDUNA agency as an independent agency partner under Section 84 of the German Commercial Code
- A guaranteed income to help keep your earnings stable
- Uncapped performance based commission on new business and existing client portfolios
- Technology supported advice and sales under the regulatory responsibility of SIGNAL IDUNA Asset Management GmbH
- Personal support from specialists on professional matters and self employment, plus modern tools for advising clients and completing sales
- A broad product range with investment strategies for every type of investor and investment goal, or a range with private banking features and investment options based on the best advice principle
- As a specialist in a large insurance agency, you gain access to an extensive network of insurance customers. This gives you direct access to potential clients and opportunities to specialize further in retirement planning, property or other investments. You can continue to expand your expertise and offer solutions tailored to your clients.
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