Career Opportunities in Financial Services
2 days ago
Hilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.
About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in financial planning, finance, retirement planning, investments, and financial advisory services. Our company provides a supportive environment where you can grow and advance your career.
We are looking for a talented and motivated professional who is comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. If you have strong communication and interpersonal skills, this role may be the perfect fit for you.
Responsibilities- Deliver exceptional client service and build lasting relationships with clients.
- Conduct thorough needs analyses to determine clients' financial goals and objectives.
- Develop and implement tailored financial plans that meet clients' unique needs.
- Maintain accurate and up-to-date records of client interactions and financial plans.
- Stay up-to-date with industry developments and best practices in financial planning and advisory services.
To succeed in this role, you will need:
- A Matric/GR 12 qualification with RE 5 & FAIS Credits (experience is essential).
- Business-related qualifications or degrees are ideal but not compulsory.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- A clean ITC listing and no criminal record.
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