Financial Advisor

7 days ago

Umhlanga, South Africa Nkunzi Distribution (pty) Ltd Full time

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 situations and develop personalized financial plans based on their goals, risk tolerance, and investment preferences
- Recommend investment strategies and asset allocations based on clients' financial goals and risk tolerance
- Monitor clients' investment portfolios and make adjustments as needed to ensure that they remain aligned with their financial goals
- Provide advice on retirement planning, estate planning, tax planning, and other financial planning topics as needed
- Stay up-to-date on market trends and investment products to ensure that you are providing clients with accurate and up-to-date information
- Build and maintain relationships with clients to ensure their ongoing satisfaction with your services and to encourage them to refer new clients
- Collaborate with other members of the financial planning team to ensure that clients' needs are being met and that company goals are being achieved
- Maintain accurate records of client interactions and investment activities

**Requirements**:

- Bachelor's degree in finance, business, economics, or a related field (preferable)
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and explain complex financial concepts in a clear and concise manner
- Ability to work independently and take initiative to drive results
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously
- Ability to communicate effectively over the phone and in person
- Own Laptop
- Own Mode of Transport

**Salary**: R10,000.00 - R100,000.00 per month

**Education**:

- High School (matric) (required)

**Experience**:

- Industry: 2 years (preferred)

**Language**:

- English (required)
- Afrikaans (preferred)

License/Certification:

- RE 5 (preferred)

Willingness to travel:

- 50% (required)

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