Financial Advisor - Johannesburg
Financial Advisor - Johannesburg
| Job Title: | Financial Advisor |
| Company: | RSG Mining And Construction |
| Other Job Openings at the Company: | The company has other active jobs (210) |
| Applicants: | Applications: 5 | Visits: 15 |
| Your Application: | You have not applied yet. Apply or Refer for rewards |
| Recruiter Statistics: | CVs seen: 5, Deleted: 0, Unread: 0 |
| Location: | Johannesburg, Sudáfrica |
| Salary: | ZAR 13,333.00 - 20,000.00 Monthly |
| Published: | Today |
| ID: | 392175963 |
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JOB DESCRIPTION
JOB DESCRIPTION
Requirements:
- • Bachelor's degree in business, finance, or related field.
- • 1-2 years of sales experience.
- • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
- • Life and health license.
- • Valid driver?s license.
- • Knowledge of mutual funds, securities, and insurance industries.
- • Proficient in Word, Excel, Outlook, and PowerPoint.
- • Comfortable using a computer for various tasks.
- • Experience providing quality financial advice.
- • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- • Answering client questions about financial plans and strategies and giving financial advice.
- • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- • Implementing financial plans or referring clients to professionals who can help them.
- • Managing and updating client portfolios.
- • Contacting clients regularly to discover changes in their financial status.
- • Building and maintaining your client base.
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 13,333.00 - 20,000.00 Monthly
Positions available: 10
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Requirements:
- • Bachelor's degree in business, finance, or related field.
- • 1-2 years of sales experience.
- • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
- • Life and health license.
- • Valid driver?s license.
- • Knowledge of mutual funds, securities, and insurance industries.
- • Proficient in Word, Excel, Outlook, and PowerPoint.
- • Comfortable using a computer for various tasks.
- • Experience providing quality financial advice.
- • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- • Answering client questions about financial plans and strategies and giving financial advice.
- • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- • Implementing financial plans or referring clients to professionals who can help them.
- • Managing and updating client portfolios.
- • Contacting clients regularly to discover changes in their financial status.
- • Building and maintaining your client base.
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 13,333.00 - 20,000.00 Monthly
Positions available: 10
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
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