Wealth Planning Expert

As a Financial Adviser at Lonfin Wealth, you will be responsible for:Providing expert advice on financial planning and wealth management.Assisting clients in achieving their financial goals.Developing and implementing effective investment strategies.Maintaining a strong network of contacts and referrals.Key Skills Required:Extensive sales experience.Strong...

Join Our Dynamic TeamWe're expanding our team of experienced Financial Planners and seeking ambitious professionals who are passionate about delivering exceptional client service. As a Financial Planner at Confiar Wealth, you'll have the opportunity to build and manage a client base, provide expert financial advice, and develop a profitable practice.Your key...

Oasis is seeking a skilled Wealth Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families.Key ResponsibilitiesConduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.Develop...

Company: Lonfin WealthDescription:We are specialists in financial planning and wealth management.We provide expert advice on investment, retirement, and wealth creation.Our team is dedicated to helping you achieve your financial goals.Job RequirementsCandidates must have an extensive sales track record or experience in the insurance industry.Must have...

About Confiar WealthWe are a leading wealth management company, committed to helping individuals achieve their financial goals. Our dynamic team of professionals is dedicated to providing expert financial advice and guidance.

Lonfin Wealth is an accredited Sanlam Franchise that offers a range of financial products and services.We are seeking talented individuals who can help us deliver exceptional service to our clients.Candidates must have excellent communication and negotiation skills.Ability to work in a fast-paced environment and meet deadlines.Knowledge of financial...

Wealth Management Specialist Shape Your Legacy with Liberty Are you ready to take control of your financial future and help others do the same? If youre driven by success, growth, and the opportunity to build lasting wealth, this is the career for you. At IWCP, were committed to developing the next generation of leaders in wealth and investment management....

Unlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for delivering exceptional experience and education to our clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Identify and advise clients on...

Develop a Successful CareerWe're seeking experienced Financial Planners to join our team at Confiar Wealth. As a Financial Planner, you'll play a critical role in building and maintaining relationships with clients, providing expert financial advice, and developing a profitable practice.Your key responsibilities will include:• Client Engagement and...

Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...

We are seeking a Wealth Management Consultant to join our team at Oasis. In this role, you will be responsible for managing and growing a portfolio of clients, providing financial planning advice, and generating leads.Key qualifications for this position include a Bachelor's degree in Finance or a related field, being FAIS qualified, and having excellent...

Absa Group is seeking a Private Wealth Strategist to join its Wealth Advisory team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development of tactical strategy...

time left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo 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...

Join Our TeamWe are seeking a talented and ambitious Wealth Management Consultant to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as identifying opportunities for business growth and development.Main Responsibilities:Clients Consultations and Sales: Ensure all client...

At Sanlam, we're committed to delivering exceptional client service and driving business growth through strategic sales initiatives. As a Regional Sales Expert, you'll play a critical role in promoting our retail mass products and increasing market share by providing sound financial advice and outstanding client service.Key Responsibilities:Promote Sanlam...

As a Financial Services Expert at Old Mutual, you will play a critical role in helping our customers achieve their lifetime goals.About the RoleThe successful candidate will be responsible for providing expert financial guidance, recommending and implementing tailored financial plans and solutions.Key RequirementsTo be considered for this role, applicants...

Job RequirementsWe are seeking a highly skilled Wealth Creation Expert to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for creating and implementing wealth creation strategies for high net worth clients. The successful candidate will have a strong understanding of financial markets and products,...

We are seeking a High Net Worth Banking Expert to join our Wealth Advisory team at Absa Group. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, including trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development...

We are looking for highly motivated individuals who are passionate about financial services and eager to learn and grow with our company.Responsibilities include:Conducting needs analyses and providing personalized advice.Identifying opportunities to increase revenue and profitability.Developing and maintaining relationships with existing clients.Staying...