Wealth Advisor

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...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.Key Responsibilities:Maintain exceptional client relationships through proactive service deliveryOffer tailored financial solutions that align with clients' objectives and...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

**_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

**Requirements**: - **Matric (Grade 12)**: - **Own reliable vehicle**: - **RE5 Certificate**: - **CPD Hours**: - **NQF5 Wealth management** **Competencies**: - **1 week product training and accreditation.**: - **3 weeks sales and field training.**: - **Training salary of R8000**: - **R2000 per week.**: - **Clients gifts supplied.**: - **Tablet...

Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...

**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...

At Numeral XII (Pty) Ltd., we strive to be South-Africa's leading Asset and Fund Management Company.We offer private investment options, including Private Equity, Global Notes, and insurance products. Our goal is to provide clients with innovative solutions for their financial needs.To achieve this, we are seeking an experienced Financial Advisor who will be...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management....

Job Title: Financial Services AdvisorWe are seeking an experienced and results-driven Financial Services Advisor to join our team in Gauteng. As a key member of our sales team, you will be responsible for delivering exceptional client service and meeting sales targets.Key Responsibilities:Build and maintain strong relationships with clients to understand...

_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

**Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...

Synopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...

_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

We are seeking an experienced sales professional to join our team as a Wealth Sales Advisor at Liberty Standard Bank Group.About Us:Liberty is a leading financial services company that offers a range of products and services. Our company is committed to helping individuals and businesses achieve their financial goals.Job Description:The successful candidate...

At FirstRand Bank Limited, we're seeking a seasoned Top Investment Advisor to join our esteemed team of financial experts. This exciting opportunity is ideal for an ambitious professional looking to excel in the world of high net worth individual wealth management.Job Summary:The successful candidate will be responsible for providing expert financial...

Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...

Company OverviewWe are IWCP Johannesburg Ltd, an affiliate of the Liberty Group, dedicated to creating a unique financial plan for our clients. Our team believes in people who believe in themselves and have a strong desire to succeed.Salary: R250,000 - R500,000 per annumThis exciting career opportunity offers a competitive salary package, full training,...