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Financial Advisors, Wealth Managers Or Associates
Pretoria
Negotiable depending on various factors
/>Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation:
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
years experience as a representative rendering financial advice and intermediary services.
Computer
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
share this job on whatsappWealth Advisor Assistant
Paarl
Wealth Advisor Assistant Paarl
Well-established Financial Services client client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration Administration in a Financial Service environment
Excellent computer skills: MS Office, Advanced Excel,
Wealth Advisor Bathurst
Afrizan People Intelligence LtdBathurst
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is is to assist and support the Wealth Advisor in fulfilling general sales and administrative support activities and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance between the different product providers and their consultants Astute downloads Compile research, request quotes
Financial Advisor Liaison Consultant
Dk ConsultingJohannesburg
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
Financial Advisor Liaison Consultant
Dk ConsultingPretoria
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
Business Development Consultant - Wealth
Pretoria
Market related successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business services offered by Wealth Managers
Financial Advisor
Morebo Wealth LtdSouth Africa
Our Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate clients achieve their financial goals, possess a proven track record of success in financial advisory services clients' financial situations, goals, and risk tolerance to develop personalized financial strategies strategies. Provide comprehensive financial planning and investment advice to clients. Build and maintain strong
Financial Advisor
Liberty Group LtdEkurhuleni
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Financial Advisor
Durban
Market Related comprehensive range of financial service solutions to facilitate their long term wealth creation, protection looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
Financial Advisor
Durban
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Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both FAIS legislation and according to professional financial advice guidelines.
Responsibili of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Step Financial Planning Process) and selling our client's investments products directly to the clients
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