Werkstudent (m/w/d) – Finance & Beratung (unternehmerisch, leistungsbasiert)

Werkstudent Financial Advisory (m/f/d)

Location: Remote possible

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

Your Responsibilities:

• Initial Phase (First Weeks):
• Appointment Setting: Schedule customer appointments (phone, network, leads) and build a clean pipeline.
• Process Learning: Learn conversation guides, needs assessment, follow-up procedures, and documentation standards.
• Performance Optimization: Work with KPIs, receive feedback, and systematically improve your results.
• Further Development:
• Analysis & Preparation: Support the analysis of customer situations and prepare advisory documents in a structured manner.
• Customer Contact: Accompany client conversations (depending on your progress), handle follow-ups, and ensure clear next steps.
• Documentation & Organization: Maintain clean processes, document consistently, and ensure reliability.
• Teamwork: Work closely with a high-performing team and take responsibility for your task packages.

What We Offer:

• Structured Entry: Training plan, guides, clear standards.
• Mentoring & Coaching: Regular feedback, clear goals.
• Performance-Oriented Compensation: Rewarded for output.
• Scalable Perspective: Option for transfer to a trainee program.
• Remote Possible: Independent work rather than clock-watching.
• Team with Performance Culture: Clear communication, clear results.

Not for You If:

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

Requirements:

• Must-Haves:
• Enrolled student (University/University of Applied Sciences).
• German language proficiency at least C1 (spoken & written).
• Communication skills, commitment, reliability.
• Initiative and structured work approach.
• Desire for performance and measurable results.
• Wishes:
• First experience in sales, service, consulting, or sports/performance culture.