Werkstudent Finanzberatung (m/f/d)

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? Then this working student role is your entry into financial advisory, with structured onboarding, coaching, and a clear path to a trainee program.

This role is entrepreneurial and offers you the opportunity to actively contribute, take on responsibility, and develop professionally and personally. Performance and initiative play a central role, while you are supported by structured onboarding, coaching, and an experienced team.

Very good German language skills (C1+) are required, as training, team communication, and the perspective towards the IHK (Chamber of Commerce and Industry) are conducted entirely in German.

Your Responsibilities:

Initial Phase (first weeks):

• Appointment Setting: You will schedule customer appointments (phone, network, leads) and build a clean pipeline.
• Process Learning: You will learn conversation guides, needs assessment, follow-up, and documentation standards.
• Performance Optimization: You will work with KPIs, receive feedback, and systematically improve your results.

Further Development:

• Analysis & Preparation: You will support the analysis of customer situations and prepare advisory documents in a structured manner.
• Customer Contact: You will accompany conversations (depending on your progress), handle follow-ups, and ensure clear next steps.
• Documentation & Organization: You will keep processes clean, document consistently, and ensure reliability.
• Teamwork: You will work closely with a high-performing team and take responsibility for your task packages.

What We Offer You:

• Structured Entry: Training plan, guides, clear standards.
• Mentoring & Coaching: Regular feedback, clear goals.
• Performance-Oriented Compensation (Success Logic – you are rewarded for output).
• Scalable Perspective: Option to join the trainee program.
• Remote Possible – self-directed rather than "by the clock".
• Team with Performance Culture: 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/appointment setting.
• Your German is below C1.
• You prioritize security over development.

Must-Haves:

• Enrolled Student (University/University of Applied Sciences).
• German at least C1 (spoken & written).
• Communication skills, commitment, reliability.
• Initiative and structured way of working.
• Desire for performance and measurable results.

Nice-to-Haves:

• Previous experience in sales, service, consulting, or sports/performance culture.