Finacial Advisor
6 months ago
We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to maintain a thorough understanding of financial products and services and keep up-to-date on the latest financial trends and developments. This is a full-time hybrid role, located in Johannesburg, Pretoria, Cape Town and Durban with flexibility for remote work.
**Qualifications**
- Bachelor's degree in Finance, Accounting, Economics, or a related field an advantage
- Relevant professional certification, such as RE5, CFP, CFA, or ChFC, preferred
- Minimum of 3years of experience in financial advising, wealth management, or related field
- Strong interpersonal skills and ability to build relationships with clients
- Excellent communication skills, both verbal and written
- Ability to work as part of a team and collaborate with colleagues
- Demonstrated proficiency in financial planning tools and software
- Strong attention to detail and ability to problem-solve
**Salary**: R6,000.00 - R500,000.00 per month
Application Question(s):
- Must have NQF5and RE5
**Experience**:
- Financial Advisor: 3 years (required)