Financial advisor, Pietermaritzburg
Financial advisor, Pietermaritzburg
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Pietermaritzburg, South Africa
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Posted: less than a week ago
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Description
We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.
At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.
Responsibilities Meeting individually with clients to determine their financial objectives on their financial journey Network and canvas for potential clients Prepare financial plans and provide holistic financial advise to clients
Requirements South African ID Grade 12 Valid drivers license and own reliable vehicle An established client network
Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.
If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.
#J-18808-Ljbffr
At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.
Responsibilities Meeting individually with clients to determine their financial objectives on their financial journey Network and canvas for potential clients Prepare financial plans and provide holistic financial advise to clients
Requirements South African ID Grade 12 Valid drivers license and own reliable vehicle An established client network
Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.
If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.
#J-18808-Ljbffr
Highlights
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Company nameMomentum Financial Planning
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Job positionFinancial advisor
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More info about this ad
Financial advisor has been posted in the Pietermaritzburg Accounting, Financing & Banking category on Locanto.
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