Estate Wealth Advisor

Working at Innovative Financial Advisor ServicesWe are committed to fostering a collaborative and dynamic work environment that supports the growth and development of our employees. As a Lead Wealth Advisor, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial services. We...

Job DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...

About CrayonCrayon, a renowned global financial services company, has been providing quality financial advice and wealth management solutions to international expatriates since 1998. They have received awards and recognition globally and locally for excellence in client services and continue to work towards implementing client-centric solutions.Your Job...

We are looking for a UHNW Wealth Management Advisor to provide holistic and appropriate solutions in meeting clients' needs. The successful candidate will possess excellent communication skills, a strong understanding of the wealth management industry, and the ability to build strong relationships with high net worth clients.About the RoleTo develop,...

IntroductionCrayon, a leading global financial services company, offers a unique opportunity for experienced Financial Advisors to join their team in Mauritius.Your RoleYou will be responsible for effectively planning and managing leads, interacting with potential businesses and professionals to achieve the company's goals and objectives. You will provide...

Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...

A leading financial services provider with a strong presence in South Africa and across the African continent is seeking to appoint a Head of Deceased Estates.Role OverviewThe primary responsibility of this role is to oversee and manage the deceased estates administration teams, ensuring efficient and compliant administration processes. The position involves...

A leading financial services provider with a strong presence in South Africa and across the African continent is seeking to appoint a Head of Deceased Estates.Role OverviewThe primary responsibility of this role is to oversee and manage the deceased estates administration teams, ensuring efficient and compliant administration processes. The position involves...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.Your: EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant experience;Proficient in Afrikaans,...

About UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...

Career Opportunities at CrayonCrayon, a respected global financial services company, is seeking an experienced Financial Advisor to join their team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning...

Financial Planner / Financial Advisors Career Opportunity We at Liberty are geared for success and expanding our Sales Force At Liberty we are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will...

We are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft...

Job SummaryWe are seeking an experienced Insurance Advisor to promote Sanlam Retail Mass's products and increase market share through effective sales and client service strategies.Key ResponsibilitiesGaining and maintaining an in-depth understanding of SRM product ranges.Understanding customer needs, financial goals, and means, and providing the right...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

time left to apply End Date: February 28, 2025 (3 days left to apply)job requisition id R29406Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...

About the RoleWe are seeking a talented Investment Consultant to join our team at Momentum Investments. As a key member of our team, you will be responsible for developing strong relationships with independent financial advisors (IFAs).Duties and ResponsibilitiesBuilding trust with IFAs through personalized advice and coaching.Strengthening the SIC/IFA...