Financial Advisor
Financial Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
We are seeking a highly motivated and knowledgeable Financial Advisor to join our clients team. The ideal candidate will be responsible for providing clients with comprehensive financial planning and investment advice tailored to their needs and goals. Youll help clients make informed decisions about investments savings retirement insurance and estate planning.
Responsibilities Include:
- Build and maintain long-term relationships with clients through regular communication and review of financial plans.
- Analyze clients financial status goals and risk tolerance to develop personalized financial strategies.
- Recommend investment products insurance coverage tax strategies and retirement plans.
- Monitor financial portfolios and update plans based on changes in market conditions or life circumstances.
- Stay updated on market trends economic forecasts and financial regulations.
- Conduct client meetings and presentations both in-person and virtually.
- Maintain compliance with all financial regulations and ethical standards.
- Maintain accurate records of client interactions and financial documents.
Requirements Include:
- Bachelors degree in Finance Accounting Economics or a related field.
- Certification such as CFP (Certified Financial Planner) CFA (Chartered Financial Analyst) or relevant financial licensing (e.g. FINRA FSCA in South Africa)
- Proven experience as a Financial Advisor or similar role.
- Strong analytical and decision-making skills.
- Excellent interpersonal communication and sales skills.
- Proficient in financial planning software and MS Office Suite.
Own Vehicle Essential
Employment Type
Full Time
