Senior Investment Advisor

5 days ago


Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time
About the Role
This 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 financial advisory services to clients. Key tasks include conducting client consultations, developing strategic plans, maintaining client relationships, and staying updated on financial regulations and market trends.

Our ideal candidate has expertise in financial planning, finance, and investments, as well as excellent interpersonal and communication skills.

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