Wealth Management Advisor
2 weeks ago
About the Company
Our esteemed clients are a leading player in the financial services sector. They are seeking an experienced Long Term Financial Advisor to join their team. The ideal candidate will have a proven track record of delivering holistic, client-centered financial advice that aligns with FAIS requirements.
The successful candidate will be responsible for providing comprehensive long-term financial advice to clients, meeting regulatory standards. This includes developing and maintaining client relationships to deliver exceptional service, building and managing a client portfolio within the competitive financial services sector, and demonstrating proactive customer focus with the ability to achieve and exceed targets.
What We Offer
- A dynamic and supportive work environment.
- Ongoing training and development opportunities.
- A competitive salary and benefits package.
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