Financial Advisor

1 week ago


Johannesburg, Gauteng, South Africa PTM Wealth Managers Full time

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will provide clients with sound financial advice and tailored solutions to meet their unique needs. You will be responsible for assessing clients' financial situations, developing customized plans, and offering strategic guidance to achieve financial security and growth.

Key Responsibilities:

  • Assess clients' financial status and identify areas of improvement.
  • Develop and present personalized financial plans that include investments, insurance, and retirement planning.
  • Build and maintain strong client relationships by providing ongoing support and guidance.
  • Stay up to date with financial markets, regulations, and trends.
  • Maintain accurate client records and ensure confidentiality.
  • Collaborate with internal teams to optimize client satisfaction.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Certified Financial Planner (CFP) or equivalent qualification preferred.
  • Proven experience as a Financial Advisor or similar role.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Proficiency in financial planning software and MS Office Suite.
  • Ability to build strong relationships with clients and colleagues.

Benefits:

  • Competitive commission structure and R25 000 two months training allowance.
  • Ongoing professional development and training opportunities.
  • Supportive and collaborative work environment.
  • Opportunity for career advancement.
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