Wealth Advisor

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

**Private Wealth Advisor. RNeg. Johannesburg.

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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, Welcome to FNB,...

Elevate Your Career as an Executive Wealth AdvisorAre you looking for a challenging and rewarding role that utilizes your financial expertise? As an Executive Wealth Advisor, you will play a key part in building strong relationships with clients, creating tailored financial plans, and delivering exceptional service.About the Role:Estimated salary: R500 000 -...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value paid monthly as a non taxable income) 3) 13th Cheque / production bonus 6-8% of annual commission 4)...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...

African Ambition seeks a Wealth Management Advisor to provide comprehensive insurance solutions to individuals and businesses.The ideal candidate will have a strong understanding of insurance products and industry regulations, as well as excellent communication and interpersonal skills.Main Responsibilities:Develop and implement customised financial plans to...

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

About the Role">We are seeking an experienced Wealth Advisor to join our team at The Recruitment Council. In this role, you will work closely with clients to deliver comprehensive wealth management guidance, focusing on long-term financial security, investment growth, and protection strategies.Primary Responsibilities:Strategic Financial Planning: Develop...

Wealth Creation Strategies">The Wealth Advisor role at The Recruitment Council requires an individual with a deep understanding of wealth creation strategies, risk management, and portfolio growth. This includes developing comprehensive financial plans, identifying fiduciary opportunities, and recommending appropriate financial products.Key...

**Main duties and responsibilities**: 1. Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth 2. Build and manage client relationships that result in a successful partnership 3. Accountable for the portfolio of High Net Worth Clients 4. Advice led...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER - Choice of different Sanlam adviser contracts - Vesting Bonuses...

Our client, a boutique wealth and investment firm based in Claremont, Cape Town is looking to recruit an accomplished wealth manager. This role is a client-facing & front-office role as a wealth manager who will manage an existing client book of relationships, providing comprehensive advice and a broad range of investment tailored investment & wealth...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

Job Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...