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Signal Iduna

Wealth Management Advisor in Bad Waldsee

Original title: Fachberater Vermögensmanagement (m/w/d) in Bad Waldsee

Signal Iduna
Bad Waldsee, BW201-500 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 is looking for sales partners who specifically establish private wealth building through investments within the insurance portfolio. The work is done as an agency partner in self-employed activity under section 84 HGB.

What You'll Learn

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

Requirements

  • A commercial apprenticeship, preferably in banking or insurance, or a degree in business, finance or a comparable qualification
  • Gladly several years of experience in investment advice
  • Team player skills with a customer focus
  • Confident, pleasant manner
  • High self-motivation and good stress resistance

What Signal Iduna offers

  • Connection as an agency partner to a SIGNAL IDUNA agency (self-employed activity under section 84 HGB)
  • Guaranteed income to stabilise earnings
  • Success-based closing and portfolio commission with no income cap
  • Legally secure advice under the liability umbrella of SIGNAL IDUNA Asset Management GmbH
  • Personal agency support from specialists, professionally and on topics around self-employment
  • Modern advice and closing processes
  • A broad product range with various investment strategies for every type of investor and goal, or a broad product range with a private banking character and investment options following the best-advice principle

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