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.
  • 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

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