Financial Advisor (X3)

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

Job summary

An exciting opportunity awaits in wealth management as a Financial Adviser, where you will connect with High Net Worth Individuals and provide expert advice in Short Term Insurance. This role requires a dynamic individual who can seamlessly engage with clients both virtually and in person. With the freedom to travel and a valid driver's license, you will thrive in building strong client relationships. If you have the necessary RE5 certification and FAIS credits, this could be the perfect next step in your career. Join a forward-thinking company that values client engagement and offers a rewarding career path.

Qualifications

• Experience engaging with High Net Worth Individuals is crucial.
• Must hold RE5 certification and FAIS credits.

Responsibilities

• Connect with High Net Worth Individuals to offer expert advice.
• Blend virtual and face-to-face client engagement.

Skills

Client Engagement

Financial Advising

Short Term Insurance Expertise

Networking

Education

RE5 Certification

FAIS 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

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

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