experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible field Minimum 10 years experience as financial advisor CFP English first language Must be very presentable written English Proven experience as a Financial Advisor or similar role Strong knowledge of financial products
an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to and taking minutes of meetings from Financial Advisors interaction with clients;
clients;
the client;
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual
requires the full-time services of a Transaction Advisor to join their dynamic team ASAP. Relevant qualifications
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment