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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing high-quality, customer-focused financial advice and preparing customized financial plans. Strong ability in risk management and contributing to decision-making processes while being self-motivated and goal-oriented.
Highest-signal resume keywords
Financial AdviceCustomized Financial PlansRisk ManagementStrong CommunicationCustomer Focus
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Goal-OrientedSelf-MotivatedImplementation Capability
Industry Keywords
Financial TopicsFreelanceSelf-Employed
About the role
Key responsibilities & impact- High-quality, customer-focused financial advice
- Advising sophisticated clients
- Preparing customized financial plans
- Risk management
- Contributing to decision-making and taking responsibility
- Developing your skills through targeted professional growth
Requirements
What you’ll need- Interest in financial topics
- Goal-oriented, highly capable of implementation, and self-motivated in your approach to work
- Open, strong communicator, and customer-focused
- Motivated to pursue a career that rewards your performance
- Working hours: Monday–Friday, day shifts
- Willingness to work on a freelance/self-employed basis
Benefits
Comp & perks- Flexible scheduling – you determine your own work rhythm
- Opportunities to shape the business and take responsibility
- Work at one of the most successful financial services companies
- Young, friendly, and dynamic team – average age of 25
- Team events and vacations – including Athens, Mallorca, summer parties, Wasen, Weindorf, and golf outings
- Exclusive incentives: our top performers travel to Barcelona, Stockholm, or Berlin
- Top leasing terms for cars, bicycles, and more
- Targeted professional development – expand your skills
- Employer-sponsored training
- Employee referral program
- Performance-based compensation
- Flexible working hours
- Remote work option
- Complimentary beverages
- Mentoring program
- Employee discounts (Corporate Benefits)
- Discounts on company products and services
- Additional payments (commission)
