Group Leader Financial Advisor

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Job Description

Hannover, GermanyHQ

We are seeking a Group Leader Financial Advisor, a role crucial for steering our team of financial advisors and ensuring the delivery of top-tier financial advice to our clients. This position requires a combination of strong leadership skills, deep financial knowledge, and a commitment to upholding Expance’s standards of excellence.

About Expance:

At Expance, we specialize in providing expert financial advice to English-speaking expatriates in Germany. Our mission is to empower our clients by offering personalized financial solutions that cater to their unique needs. As a growing company, we are looking for passionate individuals to join our team.

Key Responsibilities:
  • Lead, mentor, and manage a team of financial advisors, fostering a culture of excellence, collaboration, and continuous improvement.
  • Oversee the creation and implementation of comprehensive financial plans, ensuring they meet the highest standards of quality and effectiveness.
  • Conduct regular team meetings and training sessions to enhance skills and knowledge.
  • Monitor and evaluate team performance, providing feedback and guidance to ensure professional growth and achievement of goals.
  • Develop and maintain strong relationships with key clients, offering advanced financial advice and managing complex portfolios.
  • Stay informed of the latest financial trends, products, and regulations to ensure the team is providing the most current and effective advice.
  • Collaborate with senior management to align the team’s goals with the overall objectives of the firm.
  • Drive business development efforts, identifying new opportunities and strategies to grow and enhance client services.
  • Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
  • Professional certification such as Certified Financial Planner (CFP) or similar.
  • A minimum of 10 years of experience in financial planning or wealth management, with proven leadership experience.
  • Strong track record in developing financial strategies and managing client relationships.
  • Excellent leadership, communication, and interpersonal skills.
  • Deep understanding of financial markets, investment strategies, and regulatory environment.
  • Proficiency in financial planning software and Microsoft Office Suite.
What We Offer:
  • A leadership role in a dynamic, growth-oriented environment.
  • Opportunities for professional development and career progression.
  • Competitive compensation package, including incentives and benefits.
  • The opportunity to impact the financial health and success of our clients significantly.
How to Apply:

Interested candidates should submit their resume along with a cover letter explaining why they are a good fit for this position. Applications should be sent to

Expance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Meet me

I look forward to your application and the upcoming interview.

Nadine Puralli
Nadine Puralli
HR Manager