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Financial Advisor

Momentum Group Limited

Durban

On-site

ZAR 30,000 - 70,000

Full time

30+ days ago

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Job summary

Join a dynamic and forward-thinking company as a financial adviser in KZN, where your role transcends traditional advice-giving. You'll form meaningful partnerships with clients, guiding them to achieve their financial aspirations. With comprehensive training and mentoring, even those new to the industry can thrive. If you have an established client network or are looking for a rewarding career change, this opportunity promises a lucrative value proposition and the chance to make a real difference in people's financial lives.

Qualifications

  • Must possess a South African ID and valid driver's license.
  • An established client network is essential for success.

Responsibilities

  • Guide clients in creating financial strategies tailored to their needs.
  • Form meaningful partnerships to help clients achieve their financial goals.

Skills

Financial Planning
Client Relationship Management
Sales Skills

Education

Grade 12
Tertiary Qualification

Job description

We are looking for new and established financial advisors to join our business in KZN

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

Requirements

  • South African ID
  • Grade 12 and a tertiary qualification
  • Valid drivers license and own reliable vehicle
  • An established client network

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.

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