Overview
Wealth Advisor Jobs in Johannesburg, South Africa at Wellness
Position: WEALTH ADVISOR
As a Financial Planner at ASI Wealth, you will be responsible for delivering comprehensive financial planning services to our clients. This includes providing advice on investments, retirement, estate planning, tax planning and risk management. Your role is critical in helping clients achieve their financial objectives through professional and ethical financial planning. Cultivating and maintaining strong client relationships will be a key part of the role, along with staying informed about relevant financial market trends and regulations.
- Minimum 3 years of experience as a Financial Adviser
- Financial Planning qualifications or related, RE1/RE5. CFP will be advantageous
- Strong knowledge in various investment products
- Expertise in finance and a deep understanding of financial principles
- Exceptional interpersonal and communication skills to build and maintain client relationships
NB! This opportunity is for the following locations – Johannesburg, Bloemfontein, KZN and Cape Town.
#J-18808-Ljbffr
Title: Wealth Advisor
Company: Wellness
Location: Johannesburg, South Africa
Category:
