Financial Consultant Wealth Advisor Jobs in South Africa
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Wealth Advisor
Liberty Standard Bank Group
South Africa
detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
share this job on whatsappFinancial Advisors, Wealth Managers Or Associates
Johannesburg
Negotiable depending on various factors
/>Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation:
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
years experience as a representative rendering financial advice and intermediary services.
Computer
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
Wealth Consultant
Liberty Standard Bank GroupHillcrest
detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
Junior Wealth Advisor
FreerecruitClarendon Marine
We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience qualification Qualifications / Requirements: B.Comm Financial Planning (essential) Proficient in Microsoft Office clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients instructions from clients in association with relevant Wealth Planner General administration: – Recording of with FICA and FAIS legislation The post Junior Wealth Advisor appeared first on freerecruit.co.za .
Wealth Advisor Durban Or Bloemfontein
Liberty Standard Bank GroupSouth Africa
detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
Business Consultant/financial Advisor
South Africa
market related their financial future? If yes then this opportunity is for you.
We are looking for Financial Adv
Financial Advisor Liaison Consultant
Dk ConsultingPretoria
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
Financial Advisor Liaison Consultant
Dk ConsultingJohannesburg
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
Wealth Consultant Hillcrest
Liberty Standard Bank GroupHillcrest
detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
Short-term Insurance And Wealth Advisor
Cape Town City Centre
Job Title: Short-Term Insurance and Wealth Advisor
Location: Oudtshoorn
responsibilities:
- Providing comprehensive financial planning.
- Offering expert advice on finance finance, retirement planning, investment, and financial advisory services.
- Provide expert advice advice on Non-Life insurance products
- Offer wealth management solutions (e.g., investments, retirement analyses to determine clients' insurance and wealth needs.
Non- negotiable
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