Financial transaction advisor

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

Working at Innovative Financial Advisor ServicesWe are committed to fostering a collaborative and dynamic work environment that supports the growth and development of our employees. As a Lead Wealth Advisor, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial services. We...

About the RoleThis is a full-time Executive Financial Strategist role at Innovative Financial Advisor Services. The role is hybrid, based in Pretoria and Johannesburg with the opportunity to work from home part of the time. The Financial Strategist will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and...

About UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...

Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...

Company OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.

Company OverviewInnovative Financial Advisor Services is a forward-thinking, well-resourced insurance advisory firm. Our clients benefit from our unique approach and skillset, delivering bespoke solutions that are flexible and efficient. As an open architecture brokerage, our Senior Advisers can provide tailored solutions on almost every regulated product,...

Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

Job DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...

Our TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...

At 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...

About UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...

Key ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

Job DescriptionAs a Financial Advisor Sanlam Mbha, you will be responsible for providing expert financial advice and services to new and existing clients. Your role will involve growing the Sanlam Adviser Business by identifying and pursuing new business opportunities, maintaining and servicing existing client relationships, and promoting the Sanlam...

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft...

Shape Your Future with Liberty Become a Financial Advisor Are you ambitious, driven, and eager to build a career that rewards success? Do you thrive in a supportive team environment that encourages growth, innovation, and excellence? This is your opportunity to step into a role that offers unlimited earning potential, world-class training, and the backing of...