Financial Advisors
Job Description
Job Summary Job Title: Financial Advisors Location: Gauteng and KZN Company: ZT Wealth Solutions About Us: ZT Wealth Solutions is a leading provider of comprehensive financial services accredited by Old Mutual. We pride ourselves on delivering personalized financial solutions to our clients and are looking for dedicated Financial Advisors to join our dynamic team. Requirements: Minimum of 2 years experience in Financial Advisory Services or Sales background preferably in a financial sector. Experience working at banks is also welcomed. Matric (High School Diploma) Financial or business-related qualification preferably (Finance, Accounting, Business administration/management, Sales or Marketing) RE 5 (Regulatory Examination) or must be prepared to obtain it within the next 2 years. COB (Class of Business) CPD (Continuous Professional Development) : As a Financial Advisor, you will be responsible for providing expert advice and tailored financial solutions in the following areas: Estate Planning Investment Planning Retirement Planning Business Insurance Corporate Insurance Short-term Insurance Long-term Insurance Key Responsibilities: Conducting detailed financial needs analysis and providing sound financial advice Developing and implementing financial plans for clients Building and maintaining strong relationships with clients Keeping up to date with industry changes and continuing professional development.
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Job Detail
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Job IdJD1323131
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDurban, KwaZulu-Natal, South Africa
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EducationNot mentioned