Wealth Management Specialist Advisor in Kirchheim/
Original title: Fachberater Vermögensmanagement (m/
This job is at Signal Iduna. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Insurance and Finance
Salary
Competitive salary
Listing data as of November 3, 2026
About this Apprenticeship
SIGNAL IDUNA Asset Management GmbH coordinates and optimizes the investments of all of SIGNAL IDUNA. It is looking for sales partners who specifically establish private wealth building through investments within the insurance portfolio.
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
- A commercial vocational qualification, preferably in banking or insurance, or
- A degree in business, finance or a comparable qualification
- Preferably (several years of) experience in investment advice
- Team player skills with customer focus
- Confident, likeable manner
- High self-motivation and good stress resistance
What Signal Iduna offers
- Attachment as an agency partner to a SIGNAL IDUNA agency (self-employed activity 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 from specialists – professionally and on topics around self-employment
- Modern advice and closing processes
- A broad product range with diverse 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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