Duales Studium in Finance, Beratung & Unternehmertum mit klar strukturierter Entwicklung und Mentoring. Fokussierung auf Praxis und Verantwortung bei der Kundenarbeit.
Responsibilities
Appointment generation: You will learn to schedule client meetings (phone, network, leads) and continuously build your pipeline.
Processes & standards: You will learn consulting processes, conversation techniques, needs assessment, and documentation.
Feedback & development: You will receive coaching, work with KPIs, and quickly develop toward taking on your own responsibilities.
Analysis & advisory: You will analyze client situations and, with support, develop suitable financial and retirement planning concepts.
Client relationships: You will learn to build long-term relationships and act as a reliable point of contact.
Optimization: You will regularly review solutions and adapt them to life changes and market conditions.
Teamwork: You will work closely with experienced advisors and specialists to deliver top solutions.
Requirements
Commitment or interest in a dual study program (university, university of applied sciences (FH), IBA, or similar)
German language proficiency at least C1 (spoken and written)
Strong communication skills, willingness to learn, and reliability
Organizational skills, discipline, and personal accountability
Performance-driven: you want to improve measurably
Some experience in sales/communication (e.g., hospitality, sports club, promotions, sales)
Benefits
Work-integrated development with a clear structure and training plan
Mentoring & coaching: dedicated contacts and regular reviews
Performance-based compensation / success-driven rewards – you will be rewarded for results
Rapid skills development: sales and advisory skills that make you strong in the market
Career path: prospects from trainee / entrepreneurial roles up to leadership and team-building positions
Remote work possible (depending on practical phases and coordination)
Job title
Dual Study Program – Finance, Consulting & Entrepreneurship
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