Financial Advisor

Zen Bluestar; Wes-Kaap; Remote; ZAR 300 000 - 500 000; Full time

Job summary

A leading company is seeking a Financial Advisor for a full-time remote role based in Somerset West, South Africa. The role involves financial planning, retirement planning, and investment management. Ideal candidates will possess strong analytical skills and excellent communication abilities, with certifications like CFP or CFA being advantageous.

Qualifications

• Experience in providing Financial Advisory services.
• Strong analytical and problem-solving skills.

Responsibilities

• Responsible for financial planning and retirement planning.
• Manage investments and provide financial advisory services.

Skills

Financial Planning

Finance

Analytical Skills

Problem Solving

Communication

Interpersonal Abilities

Wealth Management

Education

CFP Certification

CFA Certification

Job description

This is a full-time remote role for a Financial Advisor at Zen BlueStar, based in Somerset West, Western Cape, South Africa.

The Financial Advisor will be responsible for:

1. Financial planning
2. Retirement planning
3. Investment management
4. Providing financial advisory services

Qualifications:

• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Experience in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Knowledge of wealth management principles
• Certifications such as CFP or CFA are a plus

Additional details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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