Financial Advisor
2 months ago
Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements.
**Requirements**:
- Full FAIS recognized qualification
- RE 5
- Not under supervision for all product categories
- Minimum 2 years adviser experience
- Min R ----- earnings in the last 12 months
- No negative credit scores /judgements
Non-negotiable
- Valid license and own transport
**Responsibilities**:
- Provide financial planning support to clients
- Prepare financial plans
- Respond to prospective customer queries about financial planning
- Maintain awareness of latest legislative changes that may affect financial planning
This company is a licensed FSP and have a vision to help create and maintain significant wealth.
Employment Type
Full-time
**Job Type**: Commission
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