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Experienced Financial Advisor Opportuinity - Waterfall
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Experienced Financial Advisor Opportuinity - Waterfall
Job summary
A leading financial services provider is seeking an Experienced Financial Advisor in Johannesburg. The role involves assessing clients' financial needs, creating strategies, and providing ongoing support. The ideal candidate has a strong background in Financial and Retirement Planning, excellent interpersonal skills, and a positive attitude. This full-time position offers career development within a supportive environment.
Qualifications
- Proven skills in Financial Planning, Retirement Planning, and Financial Advisory.
- Proficiency in Finance and Investments.
- Exceptional interpersonal skills and an entrepreneurial mindset.
Responsibilities
- Meeting with clients to assess their financial needs.
- Creating tailored financial strategies.
- Providing ongoing support and advice.
- Staying updated with industry trends and market conditions.
Skills
Education
Waterfall Company Description : Welcome to the Next Generation of Insurance & Wealth Creation Professionals at IWCP.
With over years of industry management experience, we provide structured development paths and mentorship programs to ensure your personal success.
We create tailored Financial Plans covering investments, insurance, and retirement planning to help clients achieve wealth and financial peace of mind.
Our opportunity offers a career within the Financial Services Industry, with training, accreditation, and licensing by the Financial Services Board.
This is a full-time on-site role located in Johannesburg.
- Meeting with clients to assess their financial needs
- Creating tailored financial strategies
- Providing ongoing support and advice
- Staying updated with industry trends and market conditions
- Proven skills in Financial Planning, Retirement Planning, and Financial Advisory
- Proficiency in Finance and Investments
- Exceptional interpersonal skills and an entrepreneurial mindset
- Effective planning, organizing, and time-management skills
- Grade 12 (Matric); Tertiary qualification will be advantageous
- Clear credit record, with no criminal record
- Established client network
- Tenacity and positive attitude
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Locations include Boksburg, Alberton, Johannesburg, Soweto, Gauteng, South Africa (various postings over recent weeks).
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.