Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements.
Requirements
Full FAIS recognized qualification
RE 5
Not under supervision for all product categories
Minimum 2 years adviser experience
Min R ----- earnings in the last 12 months
No negative credit scores /judgements
Non-negotiable
Valid license and own transport
Responsibilities
Provide financial planning support to clients
Prepare financial plans
Respond to prospective customer queries about financial planning
Maintain awareness of latest legislative changes that may affect financial planning
This company is a licensed FSP and have a vision to help create and maintain significant wealth.
Employment Type
Full-time
Job Type: Commission
Work Location: In person
Expected Start Date: 2021/09/01
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