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Experienced Financial Adviser

2 weeks ago

Johannesburg, South Africa Morebo Full time

**Experienced Financial Advisor**

Join Our Team as an Experienced Financial Advisor

A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a collaborative and client-centric environment, we want to hear from you

**Key Responsibilities**:

- Provide comprehensive financial planning and investment advice to clients.
- Build and maintain strong client relationships through effective communication and trust-building.
- Analyse and assess clients’ financial situations, goals, and risk tolerance to develop personalized financial strategies.
- Stay abreast of market trends, economic developments, and financial products to provide informed and strategic advice.
- Collaborate with internal teams to deliver a seamless and exceptional client experience.

**Minimum Requirements**:

- Valid driver’s license
- Own reliable vehicle
- Clear ITC and criminal record
- Laptop
- Cell phone
- RE5

**Qualifications**:

- Minimum of 3 years of experience as a Financial Advisor.
- Bachelor’s degree in finance, business, or related field preferred.
- Proven track record of meeting and exceeding sales targets.
- Strong knowledge of financial planning, investment products, and market trends.
- Excellent interpersonal and communication skills.
- Relevant certifications such as CFP, would be an advantage.

**Why Choose Morebo as Your Next Career Move**:

- Unlock fulfilment, purpose, and financial success as a Senior Financial Advisor, surpassing your previous accomplishments.
- Embark on a journey of self-discovery with us, activating inspiration and motivation to turn your dreams into reality.
- At Morebo, we consider empowering our Senior Financial Advisors as our paramount contribution to the world.
- Benefit from our educational trust, dedicated to supporting your ongoing learning and developmental milestones.
- Tailor your unique business strategy with our support, harnessing your strengths for organic success in your role.

**How to Apply**:
Join us in shaping the financial future of our clients and be a part of a team that values innovation, and excellence