Financial / Wealth Advisor
2 days ago
Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial goals Maintaining of existing business and servicing existing clients Developing and presenting financial planning recommendations Maintain and adhere to providing a holistic approach to financial advice Establishing and defining a professional relationship with clients Doing Financial Needs Analysis daily to give quality advise Analysing and evaluating of financial information Staying connected with clients constantly and providing services as clients enter different stages of their lives Setting up meetings to see clients Desired Experience & Qualification Experience The successful candidate will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services Formal education and qualifications as a minimum requirement · Matric · Successfully completed the Class of Business exam · Successfully completed the Regulatory Exam for representatives (RE5) exam · Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits) · Currently registered with the Financial Sector Conduct Authority as a full representative · Must be computer literate · Must have excellent negotiation and presentation skills and possess the ability to realise deals · Must have high initiative and entrepreneurial skills and must be able to work independently · Own transport Inherent requirements and skills applicable to this vacancy · Excellent analytical skills · Excellent communication skills · A sound understanding of various financial policies, products and portfolios · Passionate about customer care · Ability to work independently · Attention to detail · Innovative, outgoing and a dynamic persona Package & Remuneration To be discussed during the interview process and to be based on commission structure.
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Wealth Advisor
3 months ago
Johannesburg, South Africa Jobted ZA C2 Full timePosition: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
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Wealth Advisor
3 months ago
Johannesburg, South Africa The Recruitment Council Full timePosition: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
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Wealth Advisor
3 months ago
Johannesburg, South Africa The Recruitment Council Full timePosition: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
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Wealth Advisor
7 days ago
Johannesburg, South Africa SET Recruitment Consultants Full time**Wealth Advisor** Boutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity. *** **Main Responsibilities** - Acquire new...
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Financial Advisor
1 week ago
Johannesburg, South Africa Berghshire Wealth Full timeAN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value...
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Financial Advisor
7 months ago
Johannesburg, South Africa IWCP (Insurance & Wealth Creation Professionals) Full timeWelcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...
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Senior Financial Advisor
7 months ago
Johannesburg, South Africa Berghshire Wealth Full timeOUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value paid monthly as a non taxable income) 3) 13th Cheque / production bonus 6-8% of annual commission 4)...
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Senior Financial Advisor
7 months ago
Johannesburg, South Africa Berghshire Wealth Full timeOUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...
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Private Wealth Advisor
7 months ago
Johannesburg, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Wealth Advisor, Welcome to FNB,...
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Executive Wealth Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa Micah Govender Developments Full timeElevate Your Career as an Executive Wealth AdvisorAre you looking for a challenging and rewarding role that utilizes your financial expertise? As an Executive Wealth Advisor, you will play a key part in building strong relationships with clients, creating tailored financial plans, and delivering exceptional service.About the Role:Estimated salary: R500 000 -...
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Private Wealth Advisor
3 days ago
Johannesburg, South Africa The Corporate Circle Full time**Private Wealth Advisor. RNeg. Johannesburg.
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Wealth Management Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa African Ambition Full timeAfrican Ambition seeks a Wealth Management Advisor to provide comprehensive insurance solutions to individuals and businesses.The ideal candidate will have a strong understanding of insurance products and industry regulations, as well as excellent communication and interpersonal skills.Main Responsibilities:Develop and implement customised financial plans to...
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Senior Financial Adviser
7 months ago
Johannesburg, South Africa Berghshire Wealth Full timeAN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER - Choice of different Sanlam adviser contracts - Vesting Bonuses...
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Financial Advisor
4 months ago
Johannesburg, South Africa TypeDev Full time**Role Description** This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. While the role is based in Johannesburg, there is flexibility for some remote work. **Qualifications** - Financial Planning, Retirement...
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Financial Advisor
7 months ago
Johannesburg, South Africa RAD Resources Full timeWe are seeking a motivated and client-focused Tied Financial Advisor to join our team. In this role, you will have the opportunity to work with clients to understand their financial needs and provide them with tailored financial solutions. Your primary responsibilities will include: - Conducting financial needs analysis for both life and investment planning...
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Financial / Wealth Planner
3 days ago
Johannesburg CBD, South Africa Liberty Standard Bank Group Full timeFinancial Adviser Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism, and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services...
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Financial Advisor
7 months ago
Johannesburg, South Africa SureX Full time**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Johannesburg, Gauteng- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor job vacancy in Johannesburg.**: We are a leading financial services company committed to providing top-notch...
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Business Development Consultant
7 months ago
Johannesburg, South Africa CA Financial Appointments Full time**Responsibilities**: - Search for potential clients for services offered by Wealth Manager - Generate leads and refer to relevant advisors - Work with managers to support their business model - Contact potential clients to establish relevance of services offered - Maintain high levels of administration, complete client documents in the parameters of...
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Private Wealth Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeAbout the Role">We are seeking an experienced Wealth Advisor to join our team at The Recruitment Council. In this role, you will work closely with clients to deliver comprehensive wealth management guidance, focusing on long-term financial security, investment growth, and protection strategies.Primary Responsibilities:Strategic Financial Planning: Develop...
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Financial Advisor
7 months ago
Johannesburg, South Africa SureX Full timeSkyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...