Financial Wellness Advisor

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

About the RoleThis is a full-time Executive Financial Strategist role at Innovative Financial Advisor Services. The role is hybrid, based in Pretoria and Johannesburg with the opportunity to work from home part of the time. The Financial Strategist will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and...

Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...

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...

Company OverviewInnovative Financial Advisor Services is a forward-thinking, well-resourced insurance advisory firm. Our clients benefit from our unique approach and skillset, delivering bespoke solutions that are flexible and efficient. As an open architecture brokerage, our Senior Advisers can provide tailored solutions on almost every regulated product,...

Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

Our TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...

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...

At 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...

Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

Job title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...

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...

Key ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

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...

Shape Your Future with Liberty Become a Financial Advisor Are you ambitious, driven, and eager to build a career that rewards success? Do you thrive in a supportive team environment that encourages growth, innovation, and excellence? This is your opportunity to step into a role that offers unlimited earning potential, world-class training, and the backing of...

KBSSpikes, a Sanlam Accredited Broker, is looking for Financial Advisors that are enthusiastic, dedicated, target-driven, and focused.The candidate will be rendering Sanlam Financial Services.The candidates will be earning on commission only for the first two-month probation period.After the successful probation, the candidates will earn R3000.00 basic...

Momentum is a financial services company that provides insurance, savings, and investment solutions to South Africans.Job SummaryWe are looking for an experienced Investment Consultant to join our team. This role requires a deep understanding of the financial services industry, as well as excellent communication and relationship-building skills.About the...

About the RoleAt NGO Pulse, we are seeking a highly skilled Senior Financial Wellness Consultant to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to Corporate employees, helping them improve their overall financial wellbeing through evaluation, consolidation, and education.This role...