Experienced Financial Advisor Opportuinity

3 weeks ago


Johannesburg, South Africa The Iwcp Full time

Position Experienced Financial Advisor Opportunity - Waterfall (1 week ago) Company Overview Welcome to the Next Generation of Insurance & Wealth Creation Professionals at IWCP. With over years of industry management experience, we provide structured development paths and mentorship programs to ensure your personal success. We create uniquely tailored financial plans covering investments, insurance, and retirement planning to help clients achieve wealth and financial peace of mind. Our opportunity offers a career within the financial services industry, complete with training, accreditation, and licensing by the Financial Services Board. Job Summary Role Description: This is a full-time on-site role located in Johannesburg. The Experienced Financial Advisor will develop financial plans, advise clients on investments, insurance, and retirement planning, and build and maintain a client network. Day-to-day Responsibilities Meet with clients to assess financial needs Create tailored financial strategies Provide ongoing support and advice Stay updated with industry trends and market conditions Qualifications Proven skills in Financial Planning, Retirement Planning, and Financial Advisory Proficiency in finance and investments Exceptional interpersonal skills and an entrepreneurial mindset Effective planning, organizing, and time management skills Grade 12 (Matric); tertiary qualification will be advantageous Clear credit record, with no criminal record Established client network Tenacity and positive attitude Employment Information Level: Mid-Senior Type: Full-time Function: Finance and Sales Location Johannesburg, Gauteng, South Africa #J-18808-Ljbffr



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