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- Analyzing financial situations and recommending investment strategies.
- 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.
- 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.
- 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.
Senior Financial Advisor - Johannesburg - Avion Wealth Bluestar

6 days ago

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.
Requirements
Ideal Candidate
Responsibilities
Vary according to contract terms.
Benefits and Remuneration Model
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