
- employees
đź’¸ Finance
👥 B2C
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.
đź•’ January 16
Berater für Finanzprodukte, tätig in der Finanzdienstleistung und Leadgenerierung. Verantwortlich für Kundenberatung und Auf- und Ausbau von Kundenbeziehungen.
🗣️🇩🇪 German Required