Financial Strategy Consultant

1 month ago


Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time
Job Description

The Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term financial goals.

Key Responsibilities
  1. Develop comprehensive financial plans that meet the unique needs of each client.
  2. Analyze financial data to identify areas of improvement and provide actionable recommendations.
  3. Create customized retirement plans to help clients achieve their financial objectives.
  4. Deliver exceptional customer service by maintaining open communication with clients and addressing their concerns in a timely manner.
Requirements
  • Bachelor's degree in Finance or a related field.
  • Minimum 5 years of experience in financial planning and advisory services.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Benefits

Cross Wealth Financial Services offers a competitive salary package, including:

  • A base salary of $80,000 per year.
  • A performance-based bonus structure.
  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.


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