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Signal Iduna

Financial Advisory Consultant – Wealth Management

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

Signal Iduna
Frohburg201-500 employees
Full-time
View Original
  • Start Date

    On request

  • Sector

    Insurance and financial services

  • Salary

    Competitive salary

Listing data as of October 28, 2026

About this Apprenticeship

We are transforming the insurance world – and we’re looking for you to help shape the future. As one of Germany’s largest insurers and financial service providers, headquartered in Hamburg and Dortmund, we have fundamentally transformed in recent years. Our modern, agile working world, where we work user-centrically, is characterised by openness and courage. We place great value on mutual appreciation and trust. We welcome diversity in all its facets and believe that different perspectives and experiences are crucial for innovation. Become part of our team, contribute your ideas and change the now with us.

  • Your area of responsibility:
  • Advising private and corporate clients on all matters of provision and private wealth accumulation or wealth management
  • Supporting and expanding existing client relationships with investment potential in your region

What You'll Learn

  • Your area of responsibility:
  • Advising private and corporate clients on all matters of provision and private wealth accumulation or wealth management
  • Supporting and expanding existing client relationships with investment potential in your region

Requirements

  • You:
  • have completed a banking apprenticeship or a comparable qualification
  • bring at least 6 months of proven experience in investment advisory
  • possess team-player skills with a strong customer focus
  • display a confident, sympathetic demeanour
  • have high self-motivation and good stress resistance

What We Offer

  • With us:
  • you enjoy the freedom of self-employment as an agency partner (§ 84 HGB) in cooperation with a SIGNAL IDUNA agency
  • you receive a guaranteed income to stabilise earnings
  • you benefit from a success-based acquisition and portfolio commission without a cap
  • you get technically supported advisory and brokerage under the liability umbrella of SIGNAL IDUNA Asset Management GmbH
  • a personal agency support team of specialists is at your side – professionally and on all matters concerning your self-employment
  • you work with a modern advisory and closing process
  • you have access to a broad product portfolio with diverse investment strategies for every investor type and goal, or a broad product portfolio with private banking character and investment opportunities according to the best-advice principle

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