Financial Advisor (X3)

Energy At Work Projects; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading advisory firm in Johannesburg is looking for a dynamic Wealth Management / Financial Adviser to connect with High Net Worth Individuals and provide expert advice in the Short Term Insurance sector. The ideal candidate should have a valid driver’s license and be prepared to travel to meet clients face-to-face, blending virtual and personal engagement effectively.

Qualifications

• Valid driver's license and access to transport are essential.
• Ability to travel for client engagement.

Skills

Engaging with High Net Worth Individuals

Offering expert advice in Short Term Insurance

Education

RE5

FAIS 120 credits

Job description

Introducing the Ultimate Wealth Management / Financial Adviser Opportunity

Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep reading because this opportunity might just be your next big step!

Our Client believes in the power of seamless client engagement. While the virtual world offers convenience, we understand that sometimes nothing beats a face‑to‑face connection. That's why we're looking for a dynamic individual who can blend the best of both worlds.

To thrive in this role, you'll need to have the freedom to travel and connect with clients when necessary. A valid driver's license and access to your own transport are essential prerequisites.

The Big Questions

Have you been engaging with High Net Worth Individuals?? Can you offer expert advice in the Short Term Insurance space?? Do you hold the coveted RE5 and possess FAIS 120 credits?

If your answer is a resounding YES to these questions, then you're the kind of professional we're looking for.