RemoteMatch
Daniel Pertschi GLOBAL-FINANZ100% Remote

Career Changer as Self-Employed Financial Advisor (m/f/d) in Full-Time

Employment

Full-time

Remote Scope

EU/EEA

Date Posted

Oct 23, 2026

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About the Role

We look forward to receiving your application as a self-employed financial advisor (m/f/d) in full-time. "Financial planning is life planning" – We live by this principle in everything we do. For us, financial advice is a trusted service from people to people. With the goal of improving the life situation of all clients, we offer comprehensive solutions for all financial topics – personal, individual, and collaborative. Responsibilities Individual Consulting: You analyze the financial situation of your clients and develop tailored financial solutions that enable long-term security and growth. Holistic Support: From asset planning and insurance issues to retirement provision – you are the central point of contact for all financial matters of your clients. You work with a broad portfolio of financial products and services that enables you to give independent and objective recommendations – always in the best interest of your clients. Client Acquisition and Relationship Management: Through active networking and building long-term relationships, you continuously expand your client base and maintain existing contacts with the highest degree of trust and reliability. Qualifications How to convince us: Your profile as a career changer: You are motivated to learn something new and bring prior experience from other fields such as sales, client consulting, or the real estate sector.

Required Skills & Technologies

FinanzberaterFinancial-Planning-ConsultantVermögensberaterVersicherungsberaterUnabhängiger-FinanzberaterQuereinsteiger-FinanzenFinanzberatungVermögensberatung
Link verified: 10/23/2026

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