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  • Senior Financial Advisor - Johannesburg - Avion Wealth Bluestar

    Avion Wealth Bluestar
    Avion Wealth Bluestar Johannesburg

    6 days ago

    Default job background
    Description

    Company Overview

    Avion Wealth BlueStar is a new venture that has been established to meet the growing demand for comprehensive financial planning and investment management services in Gauteng.

    We understand the unique challenge faced by high-net-worth individuals and aim to provide tailored solutions to ensure a secure future for our clients.

    Job Description

    As an experienced financial planner, you will join our scaling operation as a Financial Advisor / Sales Manager at Avion Wealth Bluestar Authorized by Sanlam in Johannesburg.

    This is a full-time hybrid role with flexibility for some remote work. Your day-to-day tasks will involve providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

    • Analyzing financial situations and recommending investment strategies.

    Requirements

    • Minimum 120 credit FAIS Credits.
    • RE5 qualification.
    • At least 2 years of Sales/Financial Services Experience.
    • A clear criminal record and credit record.
    • FIAS fit and proper certification.

    Ideal Candidate

    • Strong financial planning, retirement planning, and financial advisory skills.
    • Finance and investments expertise.
    • Excellent analytical and problem-solving abilities.
    • Superb communication and interpersonal skills.
    • The ability to work independently and collaboratively.
    • Experience in sales or customer service is advantageous.
    • Certification in financial planning or a relevant field.

    Responsibilities

    Vary according to contract terms.

    Benefits and Remuneration Model

    • Full training and support.
    • Training allowance/stipend.
    • 13th cheque.
    • Vesting bonus.
    • Performance bonuses.
    • Minimum 80/20 commission split, negotiable for experienced advisors with a client book.
    • Full administrative support.
    • Lead generation/appointments/full marketing support.

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