Oor die Rol
We are seeking a highly motivated and experienced Financial Advisor to join our team. The successful candidate will work closely with clients to develop customized financial plans that align with their goals, risk tolerance, and investment preferences. As a Financial Advisor, you will be responsible for the following:
- Meeting with clients to understand their financial goals and objectives,
- Analyzing clients' financial situation, including assets, liabilities, income, expenses, and insurance coverage,
- Developing customized financial plans that incorporate investment strategies, retirement planning, tax planning, estate planning, and risk management,
- Providing ongoing financial advice and guidance to clients, monitoring their progress towards their goals, and making adjustments as necessary,
- Maintaining accurate records of client interactions, financial plans, and investment performance,
- Staying current on financial industry trends and regulations, as well as changes in tax laws and financial products,
- Building and maintaining relationships with clients, and cultivating new business through referrals and other means
Vereistes
Bachelor's degree in finance, economics, business, or a related field
RE1 (FSCA) license required
Certified Financial Planner (CFP) designation preferred
Minimum of 5 years of experience as a financial advisor or related role
Strong analytical skills, attention to detail, and ability to synthesize complex financial information
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues
Demonstrated ability to work independently and as part of a team
Passion for helping others achieve their financial goals
Proficiency in financial planning software, Microsoft Office, and other relevant tools and technology.
Oor die Maatskappy
Navigate Wealth is a full-service financial advisory firm dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. We offer a wide range of services, including retirement planning, investment management, tax planning, estate planning, insurance, and more.