Financial advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Momentum Financial Planning Full time R250 000 - R500 000 per year

We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

Responsibilities

  • Meeting individually with clients to determine their financial objectives on their financial journey
  • Network and canvas for potential clients
  • Prepare financial plans and provide holistic financial advise to clients

Requirements

  • South African ID
  • Grade 12
  • Valid drivers license and own reliable vehicle
  • An established client network

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.

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