Financial Advisor
| Location | Centurion, South Africa |
| Date Posted | April 18, 2021 |
| Category |
Finance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
We are looking for exsisting Financial Advisors that would like to take their business to the next level.
If you are the type of person that works smart and not hard then this is the opportunity for you.
We have built an integration plan that can assist you to grow your excisting book as well as take your client base to the level you really need it to be.
We do not do bulk recruitment and we are looking for individual who has chosen this career and will commit to what it takes to succeed because we will provide the support you need in order to do so.
Duties & Responsibilities
- 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