Financial Advisor

1.618 Advisory Services adopts the principle of the 1.618 Golden Ratio to provide structured and synergistic growth. We focus on implementing sound, long-term strategies to generate wealth and ensure financial security for our clients. Our team of highly skilled financial planners provide holistic solutions, conducting full financial needs analyses to create tailored financial strategies. Based in Durban, we offer services in short-term and life insurance, investments, and healthcare products, dedicated to providing comprehensive protection and optimal benefits for our clients.

This is a full-time on-site role located in Durban for a Financial Advisor. The Financial Advisor will be responsible for conducting financial needs analyses, offering customized financial planning, and providing expert advice on investments and retirement planning. Daily tasks include creating personalized financial strategies, managing client portfolios, and ensuring clients have comprehensive financial protection. The role requires regular client interactions to assess financial goals and provide guidance on achieving them.

• Financial Planning, Retirement Planning, and Financial Advisory skills
• Expertise in Finance and Investments
• Excellent interpersonal and communication skills
• Ability to work independently and collaboratively as part of a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certification (e.g., CFP) is a plus
• Experience in the financial services industry is preferred