Part-Time Financial Advisor: Growth & Retirement Planning
Oldmutual
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Job summary
Oldmutual in Durban is seeking an experienced Financial Advisor to guide clients through investment and retirement planning. You will tailor strategies to client goals and focus on long-term wealth preservation within a client-centric advisory model.
The role emphasizes needs analyses, personalized plans, and building durable client relationships with a commitment to exemplary service.
Qualifications
- In-depth needs analyses to develop financial plans aligned with clients' life goals.
- Strong focus on investment portfolios, retirement planning, and wealth preservation.
Responsibilities
- Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients life goals.
- Retirement Expertise: Developing and
Job description
Oldmutual in Durban is seeking an experienced Financial Advisor to guide clients through investment and retirement planning. You will tailor strategies to client goals and focus on long-term wealth preservation within a client-centric advisory model.
The role emphasizes needs analyses, personalized plans, and building durable client relationships with a commitment to exemplary service.
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