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KwaZulu-Natal: Financial Advisor posted by EQ-FIN

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Job Description

This role is for ambitious individuals seeking to join an established financial services company as a Financial Advisor. The position includes full training, development and mentorship to become an accredited financial advisor. It is suitable for candidates eager to build a career in financial planning. Key Responsibilities: Meet with clients to determine financial objectives, risk tolerance, and assets. Provide strategic advice on investments, insurance, and debt management. Develop comprehensive financial plans focusing on holistic financial planning and present customized financial plans to clients Manage and grow a client base through methods like networking and seminars. Stay up-to-date on financial trends and regulatory changes. Drive new business and provide exceptional client service. Matric (essential) Tertiary qualification (Preferrable) Strong communication and interpersonal skills. Proactive with problem-solving abilities. Eagerness to learn. Strong analytical skills and ability to explain complex concepts. High ethical standards. Exceptional solutions driven, sales and relationship-building skills. Strong communication and interpersonal skills for building client trust and relationships. Strong work ethic



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