Investment, Banking, Pension & Financing Advisor

iAdvise Financial Services

. Advising existing clients . Acquiring new clients . Providing advice in the areas of investments, insurance and financing . Conducting budget, tax and housing planning . Participating in a trainee and onboarding

Posted 10/11/2026full-timeVienna • AustriaMid-LevelSenior💰 €4,000 - €7,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing investment, insurance, and financing advice, along with proficiency in budget, tax, and housing planning. Strong communication skills in German are essential for advising clients and participating in onboarding programs.

Highest-signal resume keywords

Financial And Investment Advisory ExperienceInvestment Advice ExpertiseInsurance Advice ExpertiseBudget Planning SkillsGerman Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceInsurance AdviceFinancing AdviceBudget PlanningTax PlanningHousing Planning

Soft Skills

Client AdvisingProfessional AppearanceCommunication Skills

Certifications & Qualifications

BÖV ExaminationInsurance Agent ExaminationFinancial Advisor Examination

Industry Keywords

Banking SectorInsurance SectorInvestment Sector

About the role

Key responsibilities & impact

Advising existing clients
Acquiring new clients
Providing advice in the areas of investments, insurance and financing
Conducting budget, tax and housing planning
Participating in a trainee and onboarding program for career changers
Opportunity for internal advancement to Department Manager

Requirements

What you’ll need

Career changers: no additional requirements beyond a polished professional appearance and excellent German language skills
Experienced applicants: experience as a financial and investment advisor in the banking, insurance or investment sector
A completed BÖV, insurance agent and/or financial advisor examination is an advantage
Expertise in investment, insurance and financing advice, as well as budget, tax and housing planning, for experienced employees or following onboarding

Benefits

Comp & perks

Qualified trainee program and high-quality training to become an academically qualified financial services professional
Option to pursue a bachelor's or master's degree, including CFP certification
Comprehensive onboarding program
Very attractive income from the outset
Internal career advancement opportunities to Department Manager
Revenue-sharing scheme
Bonus payments
Company car