Werkstudent (m/f/d) Financial Advisory - Appointment Setting & Client Support

Your Opportunity

Are you a student looking for more than just a "side job"? Do you seek responsibility, clear goals, and an environment where performance is valued? This working student role is your entry into financial advisory, featuring structured onboarding, coaching, and a clear path towards a trainee program. This position is entrepreneurial in nature, offering you the chance to actively contribute, take on responsibility, and develop both professionally and personally. Performance and initiative are key, supported by structured onboarding, coaching, and an experienced team.

Excellent German language skills (C1+) are required, as training, team communication, and the potential path towards IHK certification are all conducted in German.

Your Responsibilities

Initial Phase (First Weeks):

• Appointment Setting: Schedule client appointments (via phone, network, leads) and build a clean pipeline.
• Process Learning: Master conversation scripts, needs assessment, follow-up procedures, and documentation standards.
• Performance Optimization: Work with KPIs, receive feedback, and systematically improve your results.

Ongoing:

• Analysis & Preparation: Assist in analyzing client situations and prepare advisory documents in a structured manner.
• Client Interaction: Accompany client discussions (depending on progress), handle follow-ups, and ensure clear next steps.
• Documentation & Organization: Maintain clean processes, document consistently, and ensure reliability.
• Teamwork: Collaborate closely with a high-performing team and take ownership of your task packages.

What We Offer You

• Structured Onboarding: Training plan, guides, clear standards.
• Mentoring & Coaching: Regular feedback, clear goals.
• Performance-Based Compensation: Rewarded for output based on a success logic.
• Scalable Perspective: Option to transition into a trainee program.
• Remote Possible: Work autonomously rather than by the clock.
• High-Performance Team: Clear communication, clear results.

Not for You, If...

• You are looking for a typical working student job with "a few hours on the side."
• You want to avoid phone calls / appointment setting.
• Your German language skills are below C1 level.
• You prioritize security over development.

Requirements (Must-Haves)

• Currently enrolled at a University/University of Applied Sciences.
• German language proficiency: Minimum C1 (spoken and written).
• Strong communication skills, reliability, and dependability.
• Proactive attitude and structured work approach.
• Desire for high performance and measurable results.

Desired (Nice-to-Haves)

• Previous experience in sales, service, consulting, or a performance-oriented culture (sports/achievement).