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
with prospects to attain the Certified Financial Planner (CFP) title.
with prospects to attain the Certified Financial Planner (CFP) title.
Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6