Financial Advisor

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

• Provide financial planning and advice to individual and corporate clients.


• Build and manage a sustainable book of business.


• Conduct client reviews, needs analysis, and provide tailored wealth solutions.


• Adhere to the company’s compliance and professional standards.


• Continuously stay up to date with industry regulations, trends, and company platforms.


• Participate in branch activities, training, and client events.

Desired Experience & Qualification

• RE...