Senior Wealth Management Professional
3 days ago
About Us
Innovative 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 Role
This hybrid role is based in Pretoria and Johannesburg, with the opportunity to work from home part of the time. Key responsibilities include providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients.
Key Skills
Familiarity with financial planning and finance.Experience in retirement planning and investments.Proficiency in providing financial advisory services.Excellent interpersonal and communication skills.Ability to work independently and as part of a team.Relevant qualifications in finance, economics, or related field.Professional certification (e.g., CFP, CFA) is a plus.Experience in the insurance industry is beneficial.-
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