Experienced Financial Advisor - Johannesburg, South Africa - Morebo

Morebo

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Experienced Financial Advisor:

Purpose of the Job:

Join Our Team as an Experienced Financial Advisor

A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team.

If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a collaborative and client-centric environment, we want to hear from you

Key Responsibilities:

Provide comprehensive financial planning and investment advice to clients.
Build and maintain strong client relationships through effective communication and trustbuilding.
Analyse and assess clients' financial situations, goals, and risk tolerance to develop personalized financial strategies.
Stay abreast of market trends, economic developments, and financial products to provide informed and strategic advice.
Collaborate with internal teams to deliver a seamless and exceptional client experience.

Minimum Requirements:

Valid driver's license
Own reliable vehicle
Clear ITC and criminal record
Laptop
Cell phone
RE5

Qualifications:

Minimum of 3 years of experience as a Financial Advisor.
Bachelor's degree in finance, business, or related field preferred.
Proven track record of meeting and exceeding sales targets.
Strong knowledge of financial planning, investment products, and market trends.
Excellent interpersonal and communication skills.
Relevant certifications such as CFP, would be an advantage.

Why Choose Morebo as Your Next Career Move:

Unlock fulfilment, purpose, and financial success as a Senior Financial Advisor, surpassing your previous accomplishments.
Embark on a journey of selfdiscovery with us, activating inspiration and motivation to turn your dreams into reality.
At Morebo, we consider empowering our Senior Financial Advisors as our paramount contribution to the world.
Benefit from our educational trust, dedicated to supporting your ongoing learning and developmental milestones.
Tailor your unique business strategy with our support, harnessing your strengths for organic success in your role.

How to Apply:

Join us in shaping the financial future of our clients and be a part of a team that values innovation, and excellence