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Das hier ist nicht für jeden. Du passt zu uns, wenn du: Verantwortung übernehmen willst. Lust hast, ein eigenes Team aufzubauen. Leistungsorientiert bist. Andere mitentwickeln willst – nicht nur dich selbst. Langfristig etwas Eigenes aufbauen möchtest. Wenn du nur „deinen Job machen“ willst – ist das hier nichts für dich. Hier baust du erst deine eigene Leistung auf und entwickelst dich dann in Führung – mit System. Echte Führung entsteht durch Ergebnisse – nicht durch Titel. Wenn du nicht nur für dich arbeiten willst, sondern etwas aufbauen willst, das größer ist als du selbst – dann bewirb dich jetzt und finde heraus, ob das hier dein nächster Schritt ist.
Financial Advisor in Retirement Planning
Location
Germany
Posted
87 days ago
Salary
€2.4K - €3.4K / month
Seniority
Mid Level
No structured requirement data.
Job Description
Financial Advisor in Retirement Planning
Shereen Patzelt
Role Description Du möchtest Menschen dabei helfen, ihren Ruhestand finanziell abzusichern? In dieser Rolle analysierst du Versorgungslücken, entwickelst ganzheitliche Ruhestandskonzepte und berätst zu steuerlich optimierten Vorsorgelösungen. Du bist der Experte, der für finanzielle Sicherheit im Alter sorgt. - Versorgungslückenanalyse: Du analysierst die individuelle Versorgungslücke deiner Kunden und zeigst ihnen konkrete Handlungsoptionen auf. - Ruhestandskonzepte: Du entwickelst ganzheitliche Ruhestandskonzepte, die finanzielle Sicherheit und Lebensqualität im Alter gewährleisten. - Steueroptimierung: Du berätst zu steuerlich optimierten Vorsorgelösungen und zeigst deinen Kunden, wie sie ihre finanzielle Situation verbessern können. - Lebenslange Begleitung: Du passt die Ruhestandskonzepte regelmäßig an veränderte Lebenssituationen an und bleibst ein verlässlicher Partner. - Marktbeobachtung: Du beobachtest aktuelle Entwicklungen im Bereich Altersvorsorge und nutzt dieses Wissen, um deine Kunden optimal zu beraten. Qualifications - Abitur oder eine abgeschlossene kaufmännische Ausbildung - Interesse an Altersvorsorge und Finanzplanung - Empathie und Freude an der Beratung von Kunden - Eigeninitiative und Zielorientierung Requirements - Wunsch und/oder abgeschlossenes Studium Benefits - Ein unterstützendes Team und klare Strukturen - Regelmäßige Weiterbildungen und Schulungen - Attraktive, leistungsorientierte Vergütung (ab 2.400 € – 3.400 € pro Monat, nach oben offen) - Keine Einkommensgrenze, dein Erfolg bestimmt dein Gehalt - Flexible Arbeitszeiten und ortsunabhängiges Arbeiten
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Financial Analyst (Remote)
GovCIOGovCIO is a service-disabled-veteran-owned small business (SDVOSB) that offers technology services to improve business performance for government organizations.
Overview The budget analyst works with the government budgeting lead to manage operating budgets for products and services at the product line and sub-PL levels. This includes developing and executing annual and multi-year budgets and creating and tracking acquisition packages. This position is fully remote within the United States. Responsibilities - Monitor and proactively obtain annual budget directives and guidance on behalf of the PL, including attending training, reviewing and cataloguing new documents to brief the government budget lead, update reference documents, and proactively advise the government on all matters of budgeting - Manage data entry into budget tools as directed, including systems and spreadsheets, ensuring that all elements are complete and updated and that excess funds are proactively repurposed according to PL priorities - Review and pull data from budget tools to create tracking spreadsheets to monitor execution - Understand differences between and monitor both enhancement and sustainment funding cycles, changes, and actions needed - Advise and support pursuit of funding for previously unfunded requirements, including collecting information from teams, managing submission of required documents, and monitoring status and changes to recommend or take actions as needed - Serve as a liaison communicating with budgeting entities outside the PL as directed by the government budget lead - Draft and obtain government approval of presentation materials, reports, memos, and other budget-related correspondence and deliverables - Support the government budget lead in calculating planned, projected, and actual costs for each phase and build of the project and entering those data into tools for analysis and reporting - Review prior year and multi-year budget submissions to determine changes to project plans, requirements, and schedules requiring adjustments of estimates for the current year and advise the government on long-term budgeting strategies Duties: - Reviews budget, acquisition, and financial reports, identifies program and project risks/issues and trends, and solicits solutions supported by narrative and quantitative and qualitative justifications. - Prepares, justifies, and/or administers the budget for program area; 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Company Overview GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer? What You Can Expect Interview & Hiring Process If you are selected to move forward through the process, here’s what you can expect: - During the Interview Process - Virtual video interview conducted via video with the hiring manager and/or team - Camera must be on - A valid photo ID must be presented during each interview - During the Hiring Process - Enhanced Biometrics ID verification screening - Background check, to include: - Criminal history (past 7 years) - Verification of your highest level of education - Verification of your employment history (past 7 years), based on information provided in your application Employee Perks At GovCIO, we consistently hear that meaningful work and a collaborative team environment are two of the top reasons our employees enjoy working here. In addition, our employees have access to a range of perks and benefits to support their personal and professional well-being, beyond the standard company offered health benefits, including: - Employee Assistance Program (EAP) - Corporate Discounts - Learning & Development platform, to include certification preparation content - Training, Education and Certification Assistance* - Referral Bonus Program - Internal Mobility Program - Pet Insurance - Flexible Work Environment *Available to full-time employees Our employees’ unique talents and contributions are the driving force behind our success in supporting our customers, which ultimately fuels the success of our company. Join us and be a part of a culture that invests in its people and prioritizes continuous enhancement of the employee experience. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets. Posted Pay Range The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors. Posted Salary Range USD $120,000.00 - USD $128,000.00 /Yr.




