Financial Advisor - Sandton and KZN

Momentum Financial Planning; Sandton; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Comprehensive training program

Ongoing mentoring

Job summary

Momentum Financial Planning in Sandton invites new and established financial advisors to join our business in Sandton and KwaZulu-Natal. As a financial adviser, you build partnerships with clients to guide them toward their financial goals.

You will meet clients, network for prospects, prepare financial plans, and provide holistic advice. We offer comprehensive training and ongoing mentoring to help you succeed. If you are seeking a change, discuss our lucrative value proposition.

Qualifications

• Meeting clients to determine financial objectives
• Preparing holistic financial plans for clients
• Networking to canvas for potential clients

Responsibilities

• Meeting individually with clients to determine their financial objectives on their financial journey
• Network and canvas for potential clients
• Prepare financial plans and provide holistic financial advice to clients

Skills

Client meetings

Financial planning

Networking

Education

Grade 12

Job description

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

Responsibilities

• Meeting individually with clients to determine their financial objectives on their financial journey
• Network and canvas for potential clients
• Prepare financial plans and provide holistic financial advise to clients

Requirements

• South African ID
• Grade 12
• Valid drivers license and own reliable vehicle

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.