Financial Consultant - Johannesburg
Financial Consultant - Johannesburg
| Job Title: | Financial Consultant |
| Company: | RSG Mining And Construction |
| Other Job Openings at the Company: | The company has other active jobs (210) |
| Applicants: | Applications: 9 | Visits: 32 |
| Your Application: | You have not applied yet. Apply or Refer for rewards |
| Recruiter Statistics: | CVs seen: 7, Deleted: 0, Unread: 2 |
| Location: | Johannesburg, Sudáfrica |
| Salary: | ZAR 15,000.00 - 21,833.00 Monthly |
| Published: | 2 days ago |
| ID: | 392175925 |
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JOB DESCRIPTION
JOB DESCRIPTION
Requirements:
- • Bachelor's degree in finance, business management, economics, or related field.
- • Licensed with the Financial Industry Regulatory Authority (FINRA).
- • Should be a Certified Financial Planner (CFP).
- • Proven experience in financial consulting.
- • Proficiency in all Microsoft Office applications.
- • The ability to analyze financial data.
- • Excellent problem-solving skills.
- • Effective communication skills.
- • Exceptional customer service skills.
- • Strong business acumen.
Responsibilities:
- • Developing financial plans to help clients achieve their long-term and short-term financial goals.
- • Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- • Assessing how certain life changes and financial status changes affect clients' financial plans and adjusting such plans accordingly.
- • Traveling to clients' homes and places of business to consult with them.
- • Monitoring financial markets and economic conditions.
- • Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- • Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- • Researching suitable investment opportunities for clients.
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 15,000.00 - 21,833.00 Monthly
Positions available: 10
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Requirements:
- • Bachelor's degree in finance, business management, economics, or related field.
- • Licensed with the Financial Industry Regulatory Authority (FINRA).
- • Should be a Certified Financial Planner (CFP).
- • Proven experience in financial consulting.
- • Proficiency in all Microsoft Office applications.
- • The ability to analyze financial data.
- • Excellent problem-solving skills.
- • Effective communication skills.
- • Exceptional customer service skills.
- • Strong business acumen.
Responsibilities:
- • Developing financial plans to help clients achieve their long-term and short-term financial goals.
- • Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- • Assessing how certain life changes and financial status changes affect clients' financial plans and adjusting such plans accordingly.
- • Traveling to clients' homes and places of business to consult with them.
- • Monitoring financial markets and economic conditions.
- • Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- • Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- • Researching suitable investment opportunities for clients.
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 15,000.00 - 21,833.00 Monthly
Positions available: 10
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
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