Executive Independent Financial Advisor
3 days ago
5 days ago Be among the first 25 applicants
Direct message the job poster from 1.618 Financial Services
Company Description
We 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 personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying up-to-date with financial trends. Advisors are expected to meet clients regularly, both in-person and virtually, to understand their financial goals and needs, and to offer tailored recommendations. Additionally, maintaining client relationships and ensuring compliance with financial regulations is essential.
Qualifications- Financial Planning, Wealth Management, and Investment Advisory skills
- Experience in conducting Market Research and staying updated with financial trends
- Client Relationship Management and Customer Service skills
- Strong Analytical and Problem-Solving capabilities
- Excellent Communication and Interpersonal skills
- Ability to work independently and manage time efficiently
- Relevant certifications such as CFP, CFA, or similar qualifications are advantageous
- Bachelor's degree in Finance, Economics, Business, or related field
Entry level
Employment typeFull-time
Get notified about new Independent Financial Advisor jobs in Pretoria, Gauteng, South Africa.
#J-18808-Ljbffr-
Senior Financial Advisor
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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...
-
Executive Financial Advisor Professional
3 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 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,...
-
Senior Investment Advisor
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeAbout 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...
-
Executive Financial Strategist
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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,...
-
Strategic Financial Consultant
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeWhy 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...
-
Lead Wealth Advisor
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeWorking 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...
-
Independent Wealth Management Expert
3 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...
-
Advisory Services Manager
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeOur 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...
-
Financial Planning Expert
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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...
-
Senior Wealth Management Professional
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeAbout 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...
-
Personalized Investment Advice Executive
3 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are looking for a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...
-
Financial Planning Specialist
3 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...
-
financial advisor
3 weeks ago
Pretoria, Gauteng, South Africa HR Genie Full timeJOIN 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...
-
financial advisor
1 week ago
Pretoria, Gauteng, South Africa HR Genie Full timeJOIN 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...
-
Financial Planning Manager
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeKey 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
-
Pretoria, Gauteng, South Africa Sanlam Full timeSanlam Financial Adviser: Independent Solutions Unit - PretoriaDate: 29 Jan 2025Location: Pretoria, Gauteng, ZACompany: Sanlam GroupWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your...
-
Financial Advisor
3 weeks ago
Pretoria, Gauteng, South Africa Envestpro Full timeAre 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...
-
Pretoria, Gauteng, South Africa Sanlam Full timeWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...
-
Financial Advisor Relationship Manager
6 hours ago
Pretoria, Gauteng, South Africa Momentum Full timeMomentum is a financial services company that provides insurance, savings, and investment solutions to South Africans.Job SummaryWe are looking for an experienced Investment Consultant to join our team. This role requires a deep understanding of the financial services industry, as well as excellent communication and relationship-building skills.About the...
-
Financial Advisor
4 weeks ago
Pretoria, Gauteng, South Africa IWCP Johannesburg Ltd Full timeShape 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...