Senior Financial Advisor

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Job Description

Hannover, GermanyHQ

As a Senior Financial Advisor at Expance, you will play a pivotal role in delivering comprehensive and strategic financial advice to our diverse clientele. This role demands a high level of expertise, experience, and the ability to manage complex financial situations.

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:
  • Develop and manage comprehensive financial plans for clients, addressing areas such as investments, tax planning, estate planning, risk management, and retirement planning.
  • Conduct in-depth financial analysis to assess clients’ financial status, goals, and risk tolerance.
  • Build and maintain strong client relationships, providing ongoing advice and adjusting financial plans as necessary.
  • Mentor and guide junior financial advisors, fostering a collaborative and knowledgeable team environment.
  • Stay abreast of changes in financial regulations, market trends, and investment products to provide accurate and current advice.
  • Lead client meetings, presenting financial plans and strategies in a clear and understandable manner.
  • Collaborate with other professionals, such as accountants and lawyers, to ensure a holistic approach to client financial management.
  • Contribute to business development initiatives and actively participate in networking and promotional events.
Qualifications:
  • Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related field.
  • Certified Financial Planner (CFP) or equivalent professional designation.
  • Minimum of 5-7 years of experience in financial planning or wealth management.
  • Proven track record of developing and managing complex financial plans.
  • Exceptional analytical, organizational, and decision-making skills.
  • Strong leadership abilities and experience in mentoring others.
  • Excellent communication skills, both written and verbal, with fluency in English.
  • Deep understanding of financial products, markets, and regulatory environment.
  • Proficiency in financial planning software and Microsoft Office Suite.
What We Offer:
  • A challenging and rewarding role in a dynamic and supportive environment.
  • Opportunities for career advancement and professional development.
  • Competitive salary and benefits, including performance-based incentives.
  • The chance to make a significant impact on the financial well-being of our clients.
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