Financial Advisor
Stonebridge HR Solutions
Pretoria, Gauteng, ZA
1d ago

Become a Professional A Career Worth Having

We are looking for a success driven, independent thinking and entrepreneurial individual to join our successful team of financial advisors.

The company offers an exciting career opportunity within the financial services sector, with industry leading training, mentorship program and an ongoing support structure to help you build your career and grow your portfolio.

Duties & Responsibilities

  • Providing clients with information on new and existing risk and investment products and services.
  • Assisting clients with both wealth creation and protection.
  • Conducting reviews on clients existing financial portfolios by comparing current provision and future goals.
  • Designing and implementing financial strategies.
  • Completing financial needs analysis.
  • Assisting clients to make informed financial decisions.
  • Requirements

  • Matric (minimum)
  • RE5 (if longer then 2 years in the industry)
  • Tertiary Degree / Diploma (advantageous)
  • Smartphone
  • Only shortlisted applicants will be contacted.

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