Wealth Creation Advisor

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...

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...

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...

Your Role as a Financial PlannerAs a Financial Planner at Confiar Wealth, you will be responsible for building and managing a client base, providing professional advice, and developing a profitable practice. You will have the opportunity to work with a diverse range of clients, from individuals to families and businesses.

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...

Job DescriptionWe are seeking a highly skilled Private Client Advisor to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for advising high net worth clients on financial planning and investment strategies. The successful candidate will have a strong understanding of financial markets and products, excellent...

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,...

Join to apply for the Financial Advisor - Durban role at Oasis Crescent.Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 07, 2025Core ResponsibilitiesManage and grow a portfolio of clients while providing financial planning advice.Generate leads, set up appointments, meet clients, and close deals.Conduct investment...

Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...

As an Insurance Solutions Advisor at Sanlam, you'll play a vital role in promoting our retail mass products and increasing market share through strategic sales initiatives and exceptional client service. You'll create opportunities for client optimisation and cross-selling of value-added services, ensuring compliance, quality, and risk...

MFC Salaried Financial Advisor Job DescriptionWe are seeking a skilled MFC Salaried Financial Advisor to join our team. As an advisor, you will be responsible for providing expert financial advice to allocated markets, with a strong emphasis on achieving results through individual efforts.The ideal candidate will possess excellent communication skills, both...

Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 07, 2025Core FunctionThe core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.RequirementsBachelor's degree in Finance, Accounting, Business, or a related fieldFAIS qualifiedExcellent...

Job title : Advisor: Municipal GovernanceJob Location : KwaZulu-Natal, DurbanDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries QUALIFICATIONS AND EXPERIENCE A relevant tertiary Bachelor of Science Degree in Public Administration with a focus on intergovernmental relations, and a Hons Degree in local government law and...

Globally, companies are seeking professionals who can effectively manage their finances. As a Financial Advisor at Gayede BlueStar, you will play a vital role in helping businesses and individuals make informed decisions about their money.This position requires a unique blend of financial acumen and interpersonal skills. You will be responsible for providing...

About Old MutualWe are a firm believer in the African opportunity and our diverse talent reflects this.Career OverviewWe are looking for a self-motivated and dynamic individual who has a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The RoleThis role is about championing our valued customers to achieve their lifetime...

Job title : Advisor: Economic Development and InvestmentsJob Location : KwaZulu-Natal, DurbanDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries QUALIFICATIONS AND EXPERIENCE A relevant tertiary Degree in (Economic Development/ Development Management/Economics) an Hons level qualification will be an advantage Valid Driver's...

Job DescriptionThis role involves creating opportunities for client optimisation and cross selling of valueadded services.You will be responsible for retail branch sales delivery and inbranch client service and client retention.This position requires excellent communication skills and the ability to build strong relationships with clients and...

At Old Mutual, we're passionate about empowering individuals to take control of their financial futures. As an Aspiring Financial Advisor, you'll play a vital role in championing our valued customers' goals by identifying their financial needs and providing sound advice.We're looking for self-motivated and dynamic individuals who share our passion for...

Job title : Advisor: Social DevelopmentJob Location : KwaZulu-Natal, DurbanDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries QUALIFICATIONS AND EXPERIENCE A relevant tertiary Degree in Community Development or Development Studies or equivalent Valid Driver's License and frequent travelling At least 3 years' relevant...

Key Responsibilities: Identify and develop new business opportunities within the insurance sector. Build and maintain strong client relationships to drive sales growth. Provide tailored financial planning solutions to clients. Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and...