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...

Financial Planner / Business OwnerEnvestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own BusinessAt Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success.We're not just offering a job — we're offering a platform where you can build your...

Financial Planner / Wealth StrategistEnvestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own BusinessAt Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success.We're not just offering a job — we're offering a platform where you can build...

Job DescriptionJob Overview:Engage with our diverse customer base using your product specific & journey moment, our client requires service orientated advisors who have a solid product understanding and able to work across a diverse range of clients. The successful candidate will take ownership of our customers with a great experience, exploring, and...

Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investmentmarkets in SADisclaimer As an applicant, please...

Job title: Client Relationship ManagerLocation: uMhlanga, South AfricaWorking Pattern: Office based/ HybridContract Type: PermanentCompanyVicit Limited is a growth advisory consultancy in the Enterprise Performance Management (EPM) industry dedicated to helping founders and business leaders of software and consulting firms navigate the many pitfalls that can...

Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

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...

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...

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...

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...

Looking for a Senior Financial Adviser with one of the largest Old Mutual Franchises in KZN. A partnership where you retain your identity and independence and gain the strength and support of Old Mutual while championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending,...

A financial services platform in Umhlanga is seeking an Entry-Level Financial Advisor to provide tailored investment advice and assist clients in managing their financial portfolios. The ideal candidate should have a degree in Finance or a related field, along with strong skills in financial planning and communication. This full-time role offers uncapped...