Autonomy and flexibility in the spotlight
The dream job: financial advisory
New Work: A new way of living and working
The world of work is changing. Many employees now look for jobs that suit their lives, rather than the other way around. As a result, growing numbers of people are looking for greater flexibility and a good work-life balance.
As independent contractors, our financial advisors are free to shape their working days however they choose – and forge their careers autonomously. This is perfect for parents too, who want the best of both worlds: a family and a fulfilling career!
Working as equals: organisation and prospects
Conditions in the financial sector are becoming increasingly challenging, leading to growing numbers of specialists from the banking sector finding a new professional home at Deutsche Vermögensberatung. They come to us because they want to stay in the sector, but bank-based work often lacks the organisational freedom and corresponding career prospects. At Deutsche Vermögensberatung, they can work as equals: instead of rigid requirements, we focus on individuality and a holistic approach.
Deutsche Vermögensberatung is home to a unique combination of entrepreneurial freedom and comprehensive support. Here, being independent doesn't mean that you're on your own. If I have a question or need input on a particular topic, I can call anyone for help. This team spirit is part of DVAG's special DNA. It's impossible to describe: you've got to experience it! You can really feel the teamwork, professional development and appreciation every day.Patrik Simon - Direktionsleiter (Branch Manager) from Lörrach, joined straight from school
No matter how different we are, we all share the same values. Whether as a client or part of the team: diversity thrives every day at Deutsche Vermögensberatung. Here, I can show what I'm able to achieve – and people notice.Hannah Schäfer - Hauptgeschäftsstellenleiterin (Main Office Manager) from Limburg, previous profession: bank advisor
Looking after your child in the morning and attending a client consultation in the evening? No problem! Many of my clients actually prefer appointments outside standard working hours, as they work too. Now I can't imagine working at times set by someone else.Jürgen Weber - Direktionsleiter (Branch Manager) from Gechingen, previous profession: banker
The job of the future: outstanding, digital, personal
There is another reason so many people are choosing to start their careers as financial advisors: they want a job that feels meaningful. Private financial protection and pension provision are becoming increasingly important, and the need for competent, bespoke financial advice is growing. People are seeking out financial coaches who can help with all their financial and insurance questions. Financial advisors are often the first port of call for their clients. Regardless of how much digital tools enrich financial advisors' day-to-day work, there is one thing they can't replace: the personal, trusting contact between a financial advisor and their client.
Corporate culture: team spirit and community
Transparent promotion opportunities, comprehensive training programs and mutual appreciation: a positive corporate culture makes the difference for many employees and has a decisive impact on success. As a family-owned company, Deutsche Vermögensberatung sets great store by these factors. Everyone is included here, even though they work independently. At professional events, for instance, there is always plenty of room for discussion. Our corporate culture is shaped by communication and a community-minded team spirit: if you have a question, your colleagues will be able to offer valuable assistance.
Bringing diversity and transparency to life
Equal opportunities for all: this has always been one of Deutsche Vermögensberatung's core values. Regardless of a person's background, age or gender, this family-owned company puts people and their achievements centre-stage. There's no place here for rigid salary tables and unfair wage negotiations. Our transparent careers system is also designed in the same way: if you do well, you're rewarded for it. Over the last three years, almost 100 financial advisors have reached the highest stage in their career – an impressive accomplishment. Diversity is a key factor for success: after all, a diverse client base needs diverse advisors.
Raising the bar in training and professional development
Solid training and professional development is the only way to provide clients with comprehensive, high-quality financial advice. A professional specialist foundation is a key factor in the success of this family-owned company. Deutsche Vermögensberatung is clearly raising the bar in the sector in this respect, and invests more than EUR 80 million in training and professional development each year. Deutsche Vermögensberatung has worked with the renowned Fachhochschule der Wirtschaft (FHDW) university since 2008.
Alongside completing a degree, people can start working as a financial advisor by training under the Association of German Chambers of Industry and Commerce and by completing in-depth, internal specialist training. Key qualifications in the financial sector, such as those to become a real estate loan broker, or the certification to give financial advice under Section 34f of the German Trade, Commerce and Industry Regulation Act (GewO), can be converted by means of individual, high-level professional development courses.
Even as someone familiar with the sector, regular professional development is naturally part and parcel of what I do. After all, there's always a way of learning more and improving yourself, whether it's about legal regulations, product changes or simply your own personal development.Michaela Lange - Regionaldirektionsleiterin (Regional Branch Manager) from Kümmersbruck, previous profession: sales advisor at a building society
The regular events are really valuable for me. Discussions with more experienced colleagues give me lots of pointers for my own day-to-day work as a financial advisor and enable me to develop.Simon Trützschler - Direktionsleiter (Branch Manager) from Auerbach, previous profession: baker
I quickly reached my limits after completing my 'traditional' banking apprenticeship. I wanted to align my financial advice with my clients and their needs. As a result, the holistic approach at Deutsche Vermögensberatung, which is individually tailored to each client and centres around their goals and requests, really appealed to me.Peer Dietrich - Direktionsleiter (Branch Manager) from Hamburg, previous profession: banker
Performance pays off: Recognising and valuing success
The many success stories our financial advisors experience are also thanks to our special careers system. This is based on appreciation and recognition and is greatly impacted by the dialogue between successful colleagues, superiors and management. The company's own vocational education centres and training facilities in Germany, Austria and Portugal offer the locations and space for this dialogue. They are indispensable for personal communication, as well as training and professional development. That is why we make ongoing investments in these facilities and their modern technology.
Top service: strong support and backing
Whether you are a new-joiner, career-changer or sector expert: entrepreneurial freedom is an appealing part of working independently. That said, people often have lots of questions, too. Anyone who joins Deutsche Vermögensberatung will enjoy a combination of independence and strong support. From IT support and an extensive range of professional development courses, to clarification on regulatory issues, financial advisors enjoy comprehensive support from the service company. This is a major plus for new-joiners, who benefit from the service and guidance: there's no need for them to set out on their journey to success on their own.
Experienced colleagues also value the support, with close-knit dialogue enabling them to make their ideas a reality and concentrate on their core skills. This gives financial advisors the best of both worlds: they can enjoy the perks of independence as well as comprehensive back-office support.
"Testing out" independence: individual journeys for career-changers and sector experts
Nowadays, it's rare for people to spend their whole life working for the same employer. Opportunities and career paths are more diverse than ever. Even starting a brand new career is nothing out of the ordinary in today's world of work. As a result, Deutsche Vermögensberatung is home to plenty of career-changers, alongside industry experts.
Its unique system of training and professional development is a great way for people to make a fresh start as a financial advisor. Thanks to this support, every new joiner gets the tools they need to succeed as a financial advisor. Plus, it's easy for people to start the job part-time, so they can try out the profession with zero risk before deciding to take the plunge for good.
Working with my mentor, an experienced financial advisor, gave me a boost from the off. I had lots of in-depth conversations with him and other financial advisors. In the process, I noticed that my fears were unfounded: after all, I am being well coached, onboarded and supported.Abdellah El Mourabit - , Direktionsleiter (Branch Manager) from Frankfurt am Main, previous profession: heating and ventilation installer
I found it easier than I expected to start working independently. Alongside the support from my local team, I had access to all kinds of offerings from the service company. This meant I had no qualms about taking my first steps towards creating my own successful company.Sophie Latour - Regionaldirektionsleiterin (Regional Branch Manager) from Munich, previous profession: real estate investment analyst
At first, it might sound a bit strange to go from being a football coach to being a financial advisor, but it's actually a great fit. I swapped my ball for my laptop, but I'm still a coach.Peter Starzmann - Direktionsleiter (Branch Manager) from Kusterdingen, previous profession: football coach
Motivated by experts: the best coaches by your side
Our financial advisers also support their customers in managing their financial matters as financial coaches too. They provide guidance that allows every customer to make the right financial decisions for them personally.
Just like Jürgen Klopp, a football coach, has found his dream job, many financial advisers feel that coaching their clients is a real calling. As coaches, they get essential inspiration and support from the prominent Deutschen Vermögensberatung Coaching Team.
The brand ambassadors share their expertise and experience, and show how good coaching really leads to success.
Whether in sports or in the financial sector, everyone needs a coach to challenge and encourage them. This is illustrated by the TV advertising campaign featuring Jürgen Klopp – it shows why a career in finance really is a dream job.