Junior Financial Advisor

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Job Description

Hannover, Germany

As a Junior Financial Advisor at Expance, you will play a crucial role in supporting our clients’ financial journey. This entry-level position is designed to provide you with the foundational skills and knowledge necessary to grow into a seasoned financial advisor.

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:
  • Assist Senior Financial Advisors in creating and implementing financial plans for clients.
  • Conduct financial analysis to understand clients’ current financial status and future goals.
  • Provide support in areas such as investment management, tax planning, insurance, and retirement planning.
  • Maintain client records and handle administrative tasks related to client accounts.
  • Participate in client meetings and help in preparing financial recommendations.
  • Stay updated on financial markets and regulations to provide accurate information to clients.
  • Contribute to the development of financial educational materials for clients.
  • Engage in continuous learning and training programs to enhance financial knowledge and skills
Qualifications:
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Initial experience in finance or customer service is preferred, but not mandatory.
  • Strong analytical and mathematical skills.
  • Excellent communication and interpersonal skills, with proficiency in English.
  • Ability to work collaboratively in a team environment.
  • Eagerness to learn and grow within the financial advisory field.
  • Basic understanding of financial products and markets.
  • Proficiency in Microsoft Office Suite and financial planning software
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • Mentorship from experienced financial advisors.
  • Competitive salary and benefits package.
  • A chance to make a real difference in the financial well-being of expatriates in Germany.
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 apply@expance.de.

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