Financial Advisor

MBE Wealth Management, LLC; Gauteng; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking dedicated Financial Advisors to provide exceptional financial planning and investment support to clients. This role is pivotal in assisting current clients while also focusing on developing new clientele and marketing strategies. Ideal candidates will possess a strong understanding of financial concepts, excellent communication skills, and a detail-oriented approach. The firm offers a flexible arrangement for independent contractors or direct hires, ensuring a supportive environment for career growth and work-life balance. If you are passionate about finance and client service, this opportunity is tailored for you.

Benefits

Long-term job stability

Work-life balance

Competitive medical insurance

Dental insurance

Vision insurance

Paid Time Off (PTO)

401k employer matching

Tuition reimbursement

Professional growth opportunities

Bonuses for business development leads

Qualifications

• Experience as a financial advisor or in a related position is essential.
• Series 66 or Series 65 licensure is required.

Responsibilities

• Assist clients with financial planning and investment needs.
• Develop clientele and marketing strategies for firm growth.

Skills

Financial Planning

Investment Support

Detail-oriented

Communication Skills

Client Management

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business Administration

Tools

Microsoft Office Suite

CRM Software

Job description

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.