Experienced Financial Advisor Opportuinity - Waterfall

Iwcp : Insurance & Wealth Creation Professionals; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking an Experienced Financial Advisor in Johannesburg. The role involves assessing clients' financial needs, creating strategies, and providing ongoing support. The ideal candidate has a strong background in Financial and Retirement Planning, excellent interpersonal skills, and a positive attitude. This full-time position offers career development within a supportive environment.

Qualifications

• Proven skills in Financial Planning, Retirement Planning, and Financial Advisory.
• Proficiency in Finance and Investments.
• Exceptional interpersonal skills and an entrepreneurial mindset.

Responsibilities

• Meeting with clients to assess their financial needs.
• Creating tailored financial strategies.
• Providing ongoing support and advice.
• Staying updated with industry trends and market conditions.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Interpersonal Skills

Planning and Organizing

Education

Grade 12 (Matric)

Tertiary qualification

Job description

Experienced Financial Advisor Opportunity

Waterfall Company Description : Welcome to the Next Generation of Insurance & Wealth Creation Professionals at IWCP.

With over years of industry management experience, we provide structured development paths and mentorship programs to ensure your personal success.

We create tailored Financial Plans covering investments, insurance, and retirement planning to help clients achieve wealth and financial peace of mind.

Our opportunity offers a career within the Financial Services Industry, with training, accreditation, and licensing by the Financial Services Board.

Role Description

This is a full-time on-site role located in Johannesburg.

Responsibilities

• Meeting with clients to assess their financial needs
• Creating tailored financial strategies
• Providing ongoing support and advice
• Staying updated with industry trends and market conditions

Qualifications

• Proven skills in Financial Planning, Retirement Planning, and Financial Advisory
• Proficiency in Finance and Investments
• Exceptional interpersonal skills and an entrepreneurial mindset
• Effective planning, organizing, and time-management skills
• Grade 12 (Matric); Tertiary qualification will be advantageous
• Clear credit record, with no criminal record
• Established client network
• Tenacity and positive attitude

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Locations include Boksburg, Alberton, Johannesburg, Soweto, Gauteng, South Africa (various postings over recent weeks).