Financial Adviser

Johannesburg, Gauteng, South Africa

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Financial Adviser

Commission Based + Benefits

Role:

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
Personal financial advisors assess the financial needs of individuals and help them with decisions on investments and insurance.
Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

Professional Requirements:

Must have access to a car.
2 years experience in the industry and long-term product category DOFA.
CPD and COB compliant
Completed RE and full qualification/started journey to full qualification, with a proven sales record.
Has a solid client base and can provide proof of production.

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