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: xe2x80xa2 Minimum of 2 years experience in Financial Advisory Services or Sales background preferably in a financial sector. xe2x80xa2 Experience working at banks is also welcomed. xe2x80xa2 Matric (High School Diploma) xe2x80xa2 Financial or business-related qualification preferably (Finance, Accounting, Business administration/management, Sales or Marketing) xe2x80xa2 RE 5 (Regulatory Examination) or must be prepared to obtain it within the next 2 years. xe2x80xa2 COB (Class of Business) xe2x80xa2 CPD (Continuous Professional Development) : As a Financial Advisor, you will be responsible for providing expert advice and tailored financial solutions in the following areas: xe2x80xa2 Estate Planning xe2x80xa2 Investment Planning xe2x80xa2 Retirement Planning xe2x80xa2 Business Insurance xe2x80xa2 Corporate Insurance xe2x80xa2 Short-term Insurance xe2x80xa2 Long-term Insurance Key Responsibilities: xe2x80xa2 Conducting detailed financial needs analysis and providing sound financial advice xe2x80xa2 Developing and implementing financial plans for clients xe2x80xa2 Building and maintaining strong relationships with clients xe2x80xa2 Keeping up to date with industry changes and continuing professional development.

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