Wealth Management Advisor

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...

At Structured Wealth Solutions, we are committed to empowering individuals to achieve their financial objectives. We are currently seeking an accomplished Broker Agent to join our elite team for CAPITAL LEGACY.Our Mission:To provide innovative and tailored wealth management solutions that meet the unique needs of our clients. We strive to deliver exceptional...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

Business OverviewWe are a leading financial services organization, committed to delivering exceptional service to our clients. Our financial planning business is a key part of our offering, providing expert advice and guidance to individuals and businesses.We are seeking a Strategic Wealth Advisor to lead our financial planning business, working closely with...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

About the CompanyReal Time Wealth is an independent financial services firm dedicated to delivering exceptional support to our clients. We offer a dynamic work environment where professionals can grow and thrive.Job SummaryWe are seeking a talented and experienced individual to join our team as a Financial Advisor/Assistant. The successful candidate will...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Structured Wealth Solutions is a renowned financial services provider, dedicated to delivering exceptional wealth management solutions. We are currently seeking an experienced Broker Agent to join our esteemed team for CAPITAL LEGACY.Key Requirements:A valid driver's license and reliable vehicle for travel;A Matric-Grade 12 certificate or equivalent;RE 5...

At Structured Wealth Solutions, we are seeking a seasoned sales leader to join our team as a Sales Manager. This is a full-time position that requires the ability to micro-manage financial advisors and their agents.The successful candidate will have a minimum of 2 years of sales experience and hold a valid RE 5 qualification. A high school diploma or...

We are looking for an experienced sales professional to fill the role of Sales Manager at Structured Wealth Solutions. As a sales manager, you will be responsible for leading a team of financial advisors and their agents.The ideal candidate will have a strong background in sales and be able to develop and implement effective sales strategies. They will also...

Join us at Structured Wealth Solutions as a Sales Manager, where you will be responsible for driving sales growth and developing a team of financial advisors and their agents.This is a full-time position that requires a strong background in sales and leadership skills. The successful candidate will have a minimum of 2 years of sales experience and hold a...

Position : Structured wealth solutions are currently recruiting new broker agents to join a team for Avbob Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Structured Wealth Solutions are recruiting a broker agent to join a team for CAPITAL LEGACY .Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing and...