Senior Financial Advisor

Company DescriptionElevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on...

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

DNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses. With a focus on clarity and actionable strategies, we simplify complex financial markets using insights...

A well established company in Umhlanga is seeking a Financial Broker/Advisor. **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive...

Company DescriptionDNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses.With a focus on clarity and actionable strategies, we simplify complex financial...

Minimum Requirements:Must have a minimum of 12 years experience as a Financial Advisor in the Financial Services | Insurance industryMatric qualification requiredProficient in MS Office essentialStrong knowledge of Sales | Client Services | Insurance Products and Risk Profiling will be beneficialValid Drivers License and own transport requiredRE5 certificate...

Minimum Requirements: Must have a minimum of 12 years experience as a Financial Advisor in the Financial Services | Insurance industry Matric qualification required Proficient in MS Office essential Strong knowledge of Sales | Client Services | Insurance Products and Risk Profiling will be beneficial Valid Drivers License and own transport required RE5...

As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will analyze clients' financial situations, develop personalized financial plans, and recommend investment strategies to help clients achieve their financial goals. **Responsibilities**: - Meet with clients to assess their financial...

Financial Advisor Location: Sandton and DurbanJob Type: Full-time We are seeking a motivated and knowledgeable Financial Advisor to provide clients with sound financial guidance and tailored investment strategies. The ideal candidate will assess clients’ financial needs, develop personalized financial plans, and help them achieve long-term financial goals,...

Overview Financial Advisor Location: Sandton and Durban Job Type: Full-time Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to provide clients with sound financial guidance and tailored investment strategies. The ideal candidate will assess clients’ financial needs, develop personalized financial plans, and help them achieve...