Wealth Management Advisor

Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you're ready to manage a growing portfolio, deliver comprehensive...

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...

Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you're ready to manage a growing portfolio, deliver comprehensive...

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. Hello future Private Wealth Advisor - Durban Welcome to FNB,...

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

Job SummaryAs a Wealth Strategy Advisor with The Recruitment Council, you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive financial planning and investment management.This is an exciting opportunity for a driven individual to join our team and contribute to the growth and success of our clients. We...

About EnvestproWe are a community of entrepreneurs dedicated to helping each other thrive in the world of finance.Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness through personalized wealth management strategies and expert guidance.Key Responsibilities:Demonstrate exceptional business acumen...

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. Hello future Private Advisor Welcome to FNB, the home of the...

About the RoleWe are seeking an experienced Wealth Advisor to manage a growing portfolio of high-net-worth clients, providing exceptional wealth and estate planning services.

Job Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...

A financial services advisory group is looking for a full-time Wealth Advisor to work in their Wealth Department. **DUTIES & RESPONSIBILITIES, NOT LIMITED TO**: - Develop new business and maintain existing business - Build relationships with clients - Retain existing clients and generate business from them by reviewing existing portfolios - Meet with new...

Job OverviewWe are seeking a seasoned Salaried Wealth Advisor to manage and grow a high-net-worth portfolio. This role involves comprehensive wealth planning, strong client relationship management, and driving financial planning practices within the business.Main ResponsibilitiesProvide tailored wealth planning services, focusing on investments, risk,...

About The Job:">The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.Key Responsibilities:">Provide comprehensive wealth planning services,...

Lexdan Select is assisting a Financial Advisory company with their search for a Wealth Manager, based in Durban, Kwa-Zulu Natal. Functions: - Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions - Leads will be provided to the Wealth Manager **Requirements**: - Bachelors degree in...

**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...

Hours of work are 8am-5pm (SA Time 10am-7pm) Fully remote - home based role Salary R44,000 PER MONTH 27 days paid holiday plus 8 days paid UK Bank holidays Company Description Andrew Nolan Mortgages ltd / ADNFC wealth management are Financial Advisors with over 20 Financial planners working with us. We are based in Wetherby, West...

Skyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...

Job Title: Financial Advisor Location: Throughout South Africa (remote) About Us: a leading financial services company who’s committed to providing top-notch wealth/estate management solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry. Key Responsibilities: Provide...

Job Overview: The Recruitment Council is seeking a dedicated Wealth Management Specialist to lead our wealth planning initiatives. This role involves developing and implementing comprehensive wealth plans that cater to the diverse needs of high-net-worth clients.Responsibilities:Provide customized wealth planning solutions that address investments, risk,...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...