Strategic Financial Solutions Specialist

3 weeks ago


Johannesburg, Gauteng, South Africa SavageOne Pty Ltd Full time
About the Opportunity

SavageOne Pty Ltd is seeking a highly skilled Senior Financial Advisor to join our team and contribute to delivering exceptional financial solutions to our clients.

Key Responsibilities:
  • Evaluate clients' financial situations, goals, and risk tolerance to develop tailored strategies.
  • Create comprehensive financial plans, including investment advice, insurance solutions, and retirement planning.
  • Provide expert guidance on tax efficiency, estate planning, and wealth management.
  • Conduct regular portfolio reviews and make recommendations based on changes in clients' goals or market conditions.
  • Stay updated on financial regulations, market trends, and new products.
  • Nurture strong client relationships through exceptional service and support.
  • Collaborate with internal teams to deliver integrated financial solutions.
  • Ensure compliance with all relevant legal and regulatory requirements.
Requirements:
  • Demonstrate a proven commission structure with a track record of exceeding targets over a 12-month period.
  • Hold a Bachelor's degree in finance, economics, accounting, or a related field.
  • Possess relevant certifications, such as CFP, RE5, or equivalent.
  • Have proven experience as a Financial Advisor or in a similar role.
  • Display strong knowledge of financial products, investment strategies, and tax regulations.
  • Exhibit excellent analytical and problem-solving skills.
  • Demonstrate effective communication and interpersonal skills.
  • Show ability to build trust and long-term relationships with clients.
  • Be proficient in financial planning tools and software.
Estimated Salary: $85,000 - $110,000 per annumPreferred Skills:
  • Experience working with diverse client portfolios.
  • Sales or business development experience.
  • Strong negotiation and persuasion skills.
  • Ability to work independently and as part of a team.
Benefits:
  • Commission structure.
  • Access to industry-leading training and continuous professional development.
  • Opportunities for career growth and advancement.
  • Supportive and collaborative work environment.
  • Flexible work arrangements.


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