Financial Advisor
1 week ago
At attooh Financial Wellness, we specialize in financial advisory and wellness, offering expert and personalized guidance to provide clients peace of mind and sustainable financial stability. We deliver tailored solutions in investments, insurance, retirement, and estate planning, helping simplify complex financial decisions. Our mission is to empower individuals and organizations toward achieving long-term financial well-being. We are dedicated to ensuring our clients feel confident about their financial futures. Role Description This is a full-time hybrid role for a Financial Advisor, based in South Africa with a combination of on-site and remote work. The Financial Advisor will collaborate with clients to assess financial needs and develop personalized plans. Day-to-day responsibilities include conducting financial planning, advising clients on investments and retirement plans, providing knowledge on financial products, and assisting with estate planning. Focused on professional growth and client satisfaction, the advisor will ensure the highest level of customer service and trust. Qualifications Expertise in Financial Planning and Financial Advisory services Knowledge of Investments and Retirement Planning strategies Solid understanding of Finance and related principles Excellent interpersonal and communication skills for client interaction Ability to work effectively in both in-office and remote settings Bachelor’s degree in Finance, Business, or related field Relevant certifications such as Certified Financial Planner (CFP) are highly desirable Proven ability to build and maintain strong client relationships Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Financial Advisor
4 weeks ago
WorkFromHome, South Africa Elevation Financial Advisor Services Full timeOverview Elevation 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 evolving...
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Hybrid Financial Advisor: Wealth
4 weeks ago
WorkFromHome, South Africa Elevation Financial Advisor Services Full timeA financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...
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Hybrid Financial Advisor: Personal Wealth
3 weeks ago
WorkFromHome, South Africa Elevation Financial Advisor Services Full timeA financial services firm in Umhlanga is seeking a Financial Advisor for a full-time hybrid role. You will create personalized financial plans, advise clients on investments and retirement, and conduct financial assessments. Candidates must have at least a Matric qualification and a minimum of 12 months’ experience in financial services. A valid driver's...
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Qualified Financial Advisor
4 weeks ago
WorkFromHome, South Africa Succession Financial Planning Full timeQualified Financial Advisor in South Africa What Jobs are available for Qualified Financial Advisor in South Africa? Showing 408 Qualified Financial Advisor jobs in South Africa Posted today Job Description Company Description Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships...
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Strategic Financial Advisor
4 weeks ago
WorkFromHome, South Africa Succession Financial Planning Full timeA financial advisory firm in Cape Town is looking for a Qualified Financial Advisor to engage with clients and develop comprehensive financial plans tailored to their needs. The ideal candidate will possess strong analytical and communication skills and may hold relevant certifications like CFP. This is a full-time hybrid role, offering flexibility with...
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Hybrid Financial Advisor
3 weeks ago
WorkFromHome, South Africa Succession Financial Planning Full timeA financial advisory firm in Cape Town is seeking a Financial Advisor to provide personalized financial planning and advisory services. You will assess client needs, create tailored strategies, and maintain strong client relationships. Ideal candidates will have a degree in Finance or related fields, along with financial advising experience. This full-time...
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Financial Advisor
3 weeks ago
WorkFromHome, South Africa Sanlam Full timeAre you an Experienced Financial Advisor looking for you next opportunity? POSITION AVAILABLE IN NORTHERN CAPE Company Description at Sanlam: we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support...
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Financial Advisor
1 week ago
WorkFromHome, South Africa Vouch Full timeVouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and...
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Financial Advisor
3 weeks ago
WorkFromHome, South Africa Surex Life Full timeCompany Description Surex - Insurance simplified. Role Description Do you want to Sky Rocket your earning potential in Make all your dreams a reality? Then join my exceptional team of Financial planners asap,,This is a full-time hybrid role for a Financial Advisor at SureX Life located in Gauteng, with flexibility for remote work. Responsibilities The...
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Financial Advisor
3 weeks ago
WorkFromHome, South Africa 3Rc (Pty) Ltd Full timeJob Specification : Financial Advisor Overview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills,...