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Financial Advisor

Employer
EnvestPro
Location
Ekurhuleni East Rand, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
May 26, 2022

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
FinSteward is looking for someone like you, someone extraordinary - exceptional people with exceptionally big dreams!

What do we do?

We change lives by securing wealth and protecting the financial security of others. We create long-term relationships and believe in personalised advice for every individual.

The satisfaction of making a difference in the community is what keeps us humble, and we operate in a fun environment that uplifts and motivates.

Its a very rewarding career and the remuneration potential is unlimited as a FINANCIAL ADVISOR.

You'll be managing your own time and clients freely and making that difference in someone's life.

Candidate Requirements

(This will be learned during training)

Establish and maintain a professional client base and relationship

Gather the relevant financial information to ensure a meaningful plan can be drawn up

To analyse and evaluate your clients financial status and give professional advice to clients

Develop and present financial planning recommendations and/or alternatives to your client

Implementation of the financial recommendations made

Monitor and review the financial planning recommendations

To build a profitable practice

Achieve sales targets

Must have...

· Grade 12 or equivalent

· Drivers license

· Own vehicle

· Own laptop and cell phone

· Entrepreneurial mindset

· Self-motivated and driven

· Client relations

Please send me your CV to malene.scholtz @ liblink .co.za.

· Grade 12 or equivalent

· Drivers license

· Own vehicle

· Own laptop and cell phone

· Entrepreneurial mindset

· Self-motivated and driven

· Client relations

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