Financial Advisor

Alpha Wealth Solutions; Wes-Kaap; Remote; ZAR 30 000 - 60 000; Full time

Job summary

An innovative company is seeking a dedicated Financial Advisor to join their remote team. In this role, you will empower clients by providing expert financial guidance and tailored solutions. Your responsibilities will include financial and retirement planning, investment advisory, and personalized advice to help clients achieve their financial goals. This position offers the opportunity to work independently while making a meaningful impact on clients' lives. If you are passionate about finance and enjoy helping others succeed, this role is perfect for you.

Qualifications

• Strong financial planning and investment advisory experience required.
• Excellent communication and analytical skills are essential.

Responsibilities

• Provide expert financial guidance and comprehensive solutions to clients.
• Conduct financial and retirement planning tailored to individual needs.

Skills

Financial Planning

Retirement Planning

Investment Advisory

Analytical Skills

Communication Skills

Interpersonal Skills

Problem-Solving Skills

Knowledge of Financial Regulations

Education

CFP Certification

NQF 5 in Wealth Management

Job description

Company Description

Alpha Wealth Solutions, a part of the globally renowned Discovery brand, is dedicated to enhancing lives and inspiring personal growth. We specialize in empowering individuals to achieve their optimal well-being and offer a comprehensive range of products and services through our Discovery Life franchise.

Role Description

This is a full-time remote role for a Financial Advisor at Alpha Wealth Solutions. The Financial Advisor will be responsible for providing expert guidance and comprehensive financial solutions to clients. The day-to-day tasks will include financial planning, retirement planning, investment advisory, and offering personalized financial advice to clients.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investment skills
• Experience in providing financial advice and advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Knowledge of financial regulations and compliance
• Certifications such as CFP (Certified Financial Planner) or NQF 5 in Wealth Management/120 Credits required

.

Please forward us your CV and we will review your application to discuss the role in more detail.