Finanzberater Tätigkeiten: Welche Tätigkeiten üben Finanzberater / Finanzberaterinnen aus?
Financial advisor activities: What activities do financial advisors perform?
Financial advisors are entrusted with analyzing the financial markets and insurance and financial products, which serves as the basis for their advisory activities. They use their knowledge to provide comprehensive advice to private clients on all aspects of financial planning. This includes both pension provision and asset accumulation, for example with investment funds, as well as real estate. In all their activities, financial advisors always focus on the personal needs of the customer, whom they accompany from the initial consultation through to the conclusion of the contract.
