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Signal Iduna

Wealth Management Advisor in Isny

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

Signal Iduna
Isny, 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

    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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