Wealth Management Advisor in Isny
Original title: Fachberater Vermögensmanagement (m/
This job is at Signal Iduna. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Finanzen und Versicherung
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 capital investments within the insurance portfolio. Work as an agency partner (self-employed under §84 HGB).
What You'll Learn
- Advising private and business customers on all questions of retirement provision and private wealth building or wealth management
- Supporting and expanding existing customer relationships with investment potential in your region
Requirements
- A commercial training, preferably in banking or insurance, or a degree in business, finance or a comparable qualification
- Preferably (several years of) experience in investment advisory
- Team player skills with customer focus
- Confident, likeable manner
- High self-motivation and good stress resistance
What Signal Iduna offers
- Affiliation as an agency partner with a SIGNAL IDUNA agency (self-employed under §84 HGB)
- Guaranteed income to stabilize 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 by specialists, both professionally and on topics around self-employment
- Modern advisory and closing processes
- A broad product range with various investment strategies for every investor type and goal, or a broad product range with a private banking character and investment options following the best-advice principle
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