Junior Financial Advisor: Commission, Training & Growth

SavageOne Pty Ltd; Johannesburg; Presencial; ZAR 360 000 - 600 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Commission structure

Training & development

Career growth

Collaborative environment

Resumo da oferta

SavageOne Pty Ltd is seeking a motivated Financial Advisor in Johannesburg to guide clients toward achieving their financial goals. You will create tailored plans covering investments, insurance, and retirement strategies while staying compliant with regulations.

The role emphasizes building lasting client relationships, delivering exceptional service, and collaborating with internal teams to provide integrated solutions. A proven commission track record is valued, with CFP/RE5 preferred.

Qualificações

• Bachelor's degree in finance, economics, accounting, or related field.
• Proven commission structure with a track record of exceeding targets.
• CFP/RE5 or equivalent certifications preferred.

Responsabilidades

• Meet with clients to understand financial needs, goals, and risk tolerance.
• Develop comprehensive financial plans including investments, insurance, and retirement planning.
• Provide expert advice on tax efficiency, estate planning, and wealth management.
• Conduct regular reviews of client portfolios and adjust recommendations as needed.
• Stay updated on financial regulations, market trends, and new products.
• Build and maintain strong client relationships with exceptional service.

Conhecimentos

Client communication

Interpersonal skills

Analytical skills

Relationship building

Formação académica

Bachelor's degree in finance/economics/accounting

Descrição da oferta de emprego

SavageOne Pty Ltd is seeking a motivated Financial Advisor in Johannesburg to guide clients toward achieving their financial goals. You will create tailored plans covering investments, insurance, and retirement strategies while staying compliant with regulations.

The role emphasizes building lasting client relationships, delivering exceptional service, and collaborating with internal teams to provide integrated solutions. A proven commission track record is valued, with CFP/RE5 preferred.