The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
prospects to attain the Certified Financial Planner (CFP) title.
prospects to attain the Certified Financial Planner (CFP) title.
planning principles and investment strategies.
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams,
recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams,
(Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); EXPERIENCE General Experience
(Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); EXPERIENCE General Experience