Financial Advisor

2 weeks ago


Johannesburg Metropolitan Area, South Africa PTM Wealth Managers Full time R90 000 - R120 000 per year

PTM Wealth Managers is a franchise of Old Mutual.

We are PTM Wealth Managers franchise of Old mutual.

Role Description

This is a full-time hybrid role for a Financial Advisor located in the Johannesburg Metropolitan Area. Some remote work is acceptable. The Financial Advisor will be responsible for day-to-day tasks such as providing financial planning services, advising clients on investments, retirement planning, and other financial needs. The advisor will also conduct client meetings, prepare financial plans, and monitor clients' financial progress.

Qualifications

  • Financial Planning, Finance, and Financial Advisory skills
  • Experience in Retirement Planning and Investments
  • Excellent communication and interpersonal skills
  • Ability to work both independently and as part of a team
  • Strong analytical and problem-solving skills
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant professional certifications (e.g., CFP, CFA) are a plus
  • Experience working in the financial services industry is preferred


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