
Finance • B2C
Invertas GmbH is an independent digital financial advisory firm based in Heidelberg that provides holistic, fee-based financial planning and wealth management services. They specialize in retirement planning (Altersvorsorge), investments, insurance brokerage, mortgage and real-estate financing, and corporate pension (bAV) solutions, serving private clients, expats and employers. The company emphasizes transparency, scientific/empirical investment approaches, ongoing client relationships, and digital-first consulting with optional in-person meetings.
1 hour ago
Advisor for financial products at InVertas GmbH providing consultations and financial advice on complex products. Role includes client consulting, lead generation, and relationship building.
🗣️🇩🇪 German Required