Entry into Financial Consulting – Independent Wealth Management

Key facts

What you bring

• Ongoing or completed studies at a university of applied sciences or higher technical college
• Interest in financial topics and enjoyment of client contact
• Curiosity, ambition, and a desire for responsibility

Your tasks

• From day one, you participate in advisory meetings and gradually take the lead
• Together with experienced consultants, you develop solutions for retirement planning, investments, real estate financing, estate planning, and tax optimization
• You help clients find the right answers to their questions about money and retirement

What they offer

• The program lasts 18 to 24 months and offers a direct entry as a consultant with your own clients
• Because the company is growing strongly, many doors are open to you
• You shape your own path and can advise your own clients after the trainee program
• Most positions are also open for part-time employment
• Surveys regularly show that employees rate VZ as an above-average positive work environment

About the role

The trainee program is a direct entry into Financial Consulting at VZ VermögensZentrum. You optimize the entire financial situation of clients. From day one, you participate in advisory meetings and gradually take on more responsibility. Together with experienced consultants, you develop solutions for retirement planning, investments, real estate financing, estate planning, and tax optimization.

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