Permanent
Financial Advisor
Unknown, Gauteng
unknown
About this role
Employer: EQ-FIN
This role is for ambitious individuals seeking to join an established financial services company as a Financial Advisor. The position includes full training, development and mentorship to become an accredited financial advisor. It is suitable for candidates eager to build a career in financial planning.
Key Responsibilities:
+ Meet with clients to determine financial objectives, risk tolerance, and assets.
+ Provide strategic advice on investments, insurance, and debt management.
+ Develop comprehensive financial plans focusing on holistic financial planning and present customized financial plans to clients
+ Manage and grow a client base through methods like networking and seminars.
+ Stay up-to-date on financial trends and regulatory changes.
+ Drive new business and provide exceptional client service.