Description The Financial Advisor will be responsible for conducting financial needs analysis for both Experience: 2 or more years experience as a Financial Advisor Profile Our company is the holding company of some
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
Description The Financial Advisor will be responsible for conducting financial needs analysis for both Experience: 2 or more years experience as a Financial Advisor Profile Our company is the holding company of some
qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
membership metrics as well as per sales channel (advisor channel, direct sales, corporate, individual, etc) information on identified M & A targets. Support the Advisor Channel Sales with underwriting quotations and and contributions per family on time. Support Advisor Channels sales with monthly sales performance analysis portfolio and brokerage/advisor. Develop annual FAIS Product Specific and Advisor Accreditation Test and is in place. Support the Advisor Channel Sales to grow the number of advisors successfully completing