Financial Advisor
2 days ago
Financial Advisor Location: Sandton and DurbanJob Type: Full-time We are seeking a motivated and knowledgeable Financial Advisor to provide clients with sound financial guidance and tailored investment strategies. The ideal candidate will assess clients’ financial needs, develop personalized financial plans, and help them achieve long-term financial goals, including retirement planning, wealth accumulation, and risk management. Key Responsibilities Meet with clients to assess their financial situation, goals, and risk tolerance. Establish strong relationships through consistent, proactive communication. Develop and present customized financial plans including investment strategies, retirement planning, estate planning, and tax optimization. Analyze financial data, market conditions, and investment opportunities. Recommend appropriate investment products such as mutual funds, stocks, bonds, annuities, and insurance. Monitor portfolios and adjust plans as necessary to ensure alignment with client goals. Maintain strict adherence to regulatory standards (SEC, FINRA, etc.) and firm policies. Maintain accurate client records, reports, and financial documents. Source and develop new client relationships through networking, referrals, and prospecting. Conduct financial workshops, seminars, or webinars to attract potential clients. Qualifications 120 Credits Valid RE5 Own Reliable Vehicle Key Competencies Ethical judgment and discretion Strong sales and negotiation skills Detail-oriented with strong organizational skills Customer-focused mindset Tech-savvy with financial planning software and CRM systems If interested kindly send your CV to: #J-18808-Ljbffr
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Financial Advisor
1 week ago
Umhlanga, KwaZulu-Natal, South Africa Elevation Financial Advisor Services Full time R900 000 - R1 200 000 per yearCompany DescriptionElevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on...
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Financial Advisor
2 weeks ago
Umhlanga Rocks, South Africa Ukufunda Business Solutions Full timeOverview Financial Advisor Location: Sandton and Durban Job Type: Full-time Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to provide clients with sound financial guidance and tailored investment strategies. The ideal candidate will assess clients’ financial needs, develop personalized financial plans, and help them achieve...
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Financial Advisor
11 hours ago
Umhlanga Rocks, South Africa Dnp Wealth Full timeDNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses. With a focus on clarity and actionable strategies, we simplify complex financial markets using insights...
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Financial Advisor: Build Wealth
11 hours ago
Umhlanga Rocks, South Africa Dnp Wealth Full timeA financial services platform in Umhlanga is seeking an Entry-Level Financial Advisor to provide tailored investment advice and assist clients in managing their financial portfolios. The ideal candidate should have a degree in Finance or a related field, along with strong skills in financial planning and communication. This full-time role offers uncapped...
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Wealth Planner
2 days ago
Umhlanga Rocks, South Africa Ukufunda Business Solutions Full timeA financial services company is seeking a Financial Advisor to provide sound financial guidance to clients. Responsibilities include assessing clients’ financial needs, developing personalized financial plans, and recommending investment products. Ideal candidates will have 120 credits, a valid RE5 certification, and strong sales and negotiation skills....
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Financial Advisor
1 day ago
Umhlanga, South Africa Oracle HR Full timeA well established company in Umhlanga is seeking a Financial Broker/Advisor. **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive...
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Financial Advisor
3 weeks ago
Umhlanga Rocks, South Africa Envestpro Full timeRecruitment Specialist at Envestpro Group Financial Planner Opportunity at Envestpro Build a Career That Changes Lives Are you ready to take control of your future and build a career where you can make a real difference? At Envestpro, we’re looking for motivated, business-minded individuals to join our team as Financial Planners. This opportunity is ideal...
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Financial Advisor
7 days ago
Umhlanga Rocks, South Africa Envestpro Full timeRecruitment Specialist at Envestpro Group Financial Planner Opportunity at Envestpro Build a Career That Changes Lives Are you ready to take control of your future and build a career where you can make a real difference? At Envestpro, we’re looking for motivated, business-minded individuals to join our team as Financial Planners. This opportunity is ideal...
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Financial Advisor
1 week ago
Umhlanga, KwaZulu-Natal, South Africa 5e44c236-8efa-42e8-96a2-fde414f65e1f Full time R80 000 - R120 000 per yearCompany DescriptionDNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses.With a focus on clarity and actionable strategies, we simplify complex financial...
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Financial Advisor
3 days ago
Umhlanga, South Africa Gap Consulting Full timeMinimum Requirements:Must have a minimum of 12 years experience as a Financial Advisor in the Financial Services | Insurance industryMatric qualification requiredProficient in MS Office essentialStrong knowledge of Sales | Client Services | Insurance Products and Risk Profiling will be beneficialValid Drivers License and own transport requiredRE5 certificate...
