Wealth 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...

Job Title: Salaried Wealth AdvisorOur client, a leading financial services firm, is seeking a highly skilled and experienced Wealth Advisor to join their team. As a key member of the financial planning practice, you will be responsible for managing and growing a portfolio of high-net-worth clients.Key Responsibilities:Provide comprehensive wealth planning...

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 Title: Senior Financial Advisor - Wealth ManagementWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SET Recruitment Consultants. As a Senior Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients in KwaZulu-Natal.Main...

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,...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: 1. Provide tailored wealth planning services, with a...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: 1. Provide tailored wealth planning services, with a...

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...

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: -...

Wealth AdvisorAt Network Recruitment, we are seeking a skilled Wealth Advisor to deliver exceptional wealth and estate planning services to high-net-worth clients. The ideal candidate will have a deep understanding of financial planning and a knack for building strong client relationships.Key Responsibilities:Client Acquisition & Relationship Management:...

NATIONAL (countrywide requirement) financial services brand with _added benefit of independent flexibility_ seeks various levels of FINANCIAL & WEALTH PLANNERS/FINANCIAL ADVISORS ONLY Executive, Senior and General Financial & Wealth Planners will be considered for these roles, PLEASE DO NOT APPLY IF YOU DO HAVE THE FOLLOWING ESSENTIAL REQUIREMENTS: -...

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...

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...

Senior Financial Advisor OpportunityWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Set Consulting in Durban. As a key member of our Wealth Management division, you will play a pivotal role in acquiring new clients and managing a portfolio of High-Net-Worth individuals in KZN.Main Responsibilities:Develop and...

**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...

Snr Financial Advisor - Durban Growing Financial Services firm seeks driven indiv. Pivotal role to acquire new clients and manage a portfolio in KZN. Use your expertise and network to build a book of Wealth clients. Provide sound advice on Financial Planning and Investments. Main Responsibilities - Generate business and build a strong book of clients. -...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

**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...