Free State: Financial Advisors posted by Emporium Human Capital

Key Duties and Responsibilities Client Relationship Management: Meet with clients to understand their financial goals and risk tolerance Build and maintain long-term client relationships Conduct regular financial reviews to adjust plans as needed Financial Planning and Advice: Develop customized financial plans for clients Advise on investment opportunities, savings plans, insurance, and retirement Evaluate financial risk and develop strategies to mitigate it Sales and Business Development: Prospect and acquire new clients through networking and referrals Present financial products and solutions (e.g., investments, life cover, pension plans) Meet monthly and annual sales/target goals Compliance and Administration: Ensure compliance with FAIS, FICA, and other FSCA regulations Maintain proper documentation and client records Stay updated with financial markets, products, and legislation Research and Analysis: Monitor market trends and investment performance Conduct financial analysis to support recommendations Prepare performance and projection reports for clients Core Skills and Competencies Strong interpersonal and communication skills Excellent negotiation and persuasion abilities Analytical and problem-solving mindset High integrity and ethical standards Goal-driven and self-motivated Attention to detail and strong organizational skills Career Growth With experience, a Financial Advisor can progress to: Senior Financial Planner Wealth Manager / Portfolio Manager Branch Manager / Team Leader Independent Financial Consultant Minimum Requirements: Matric / Grade 12 (Compulsory) Bachelors Degree in: Finance Accounting Economics Business Management Financial Planning Relevant Certifications : RE5 Exam (Regulatory Examination for Representatives) required by the FSCA (Financial Sector Conduct Authority) FAIS Accreditation (Fit and Proper Requirements) NQF Level 5 or higher in Wealth Management / Financial Planning Certified Financial Planner (CFP®) designation (advantageous) Computer Skills : MS Office Suite, CRM systems, and financial planning software. Experience Entry-Level: 02 years experience (often as a Trainee Financial Advisor or Junior Planner ) Mid-Level: 35 years experience in financial services, banking, or insurance Proven track record of client portfolio management Senior-Level: 5 years experience in financial advisory, wealth management, or investment consulting Experience managing high-net-worth clients and large portfolios