Financial Advisor - Boksburg
Financial AdvisorCommission Based BenefitsLocation: Boksburg/ Rosebank/ Bloemfontein/ Kimberley Role: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assetsOffering strategic advice on products and services, such as investments, insurance coverage and debt management toolsSecuring stocks and bonds and establishing progressive savings accountsMoving money from accounts per industry and federal regulationsPerforming market research to stay current with financial trendsPreparing financial documents, such as income projections and investment reportsMaintaining compliance with all rules and regulations in the financial industryIdentifying and pursuing potential clients to maintain a strong client base Personal financial advisors assess the financial needs of individuals and help them with decisions on investments and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.Professional Requirements: Must have access to a car.2 years experience in the industry and long-term product category DOFA. CPD and COB compliantCompleted RE and full qualification/started journey to full qualification, with a proven sales record. Has a solid client base and can provide proof of production.Send CV to .co.za or go to wwwco.za
Apply Now
Facebook
WhatsappRelated Jobs
Financial Advisor - Johannesburg
...
Financial Advisor Johannesburg - Johannesburg
DK Consulting
...
Financial Advisor Liaison Consultant - Johannesburg
DK Consulting
...
Financial Advisor - Sanlam - Johannesburg
...
Salaried Financial Advisor - Johannesburg
...