Financial Advisor

Invapass BlueStar; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Invapass BlueStar, a leader in personalized financial solutions in Johannesburg, is seeking a dedicated Financial Advisor. This full-time hybrid role involves offering financial planning, retirement planning, and investment advice to help clients achieve their goals. The ideal candidate will possess strong communication and analytical skills, with a Bachelor's degree in Finance or related fields and relevant certifications preferred. Join us to make a positive impact on our clients' financial futures.

Benefits

Commission & Basic

Full Back Office Support

Unlimited Appointments

Qualifications

• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively.
• Industry certifications such as CFP, CFA, or equivalent are a plus.

Responsibilities

• Providing financial planning and investment advice to clients.
• Conducting retirement planning.
• Delivering financial advisory services on a day-to-day basis.

Skills

Financial Planning

Retirement Planning

Investment Advice

Analytical Skills

Communication

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Job description

Direct message the job poster from Invapass BlueStar

Principal and Financial Advisor at Sanlam

Company Description

Invapass BlueStar offers services in Risk and Financial Planning, Short Term Personal and Commercial Insurance, Estate Planning, and Education Planning. With a focus on personalized financial solutions, we help clients achieve their financial goals and secure their futures.

Role Description

This is a full-time hybrid role for a Financial Advisor at Invapass BlueStar with offices in Fourways and Roodepoort. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Qualifications

Financial Planning and Finance skills
Retirement Planning and Investments expertise
Financial Advisory experience
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work independently and collaboratively
Bachelor's degree in Finance, Business, Economics, or related field
Industry certifications such as CFP, CFA, or equivalent are a plus

Remuneration, Back Office & Appointments

Commission & Basic
Full Back Office Support
Unlimited Appointments

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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