Executive Independent Financial Advisor

3 days ago


Pretoria, Gauteng, South Africa 1.618 Financial Services Full time

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Company Description

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Role Description

This 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
Seniority level

Entry level

Employment type

Full-time

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