Wealth Advisor
Job Description
Duties & Responsibilities :
Key Activities:
Provide an advice-based approach to financial solutions
Network and prospect to source clients.
Set up and attend client meetings.
Provide holistic financial planning and investment advisory services.
Present financial strategies and solutions
Develop and execute retirement plans.
Implement risk management and tax planning strategies.
Develop and implement investment solutions
Develop and implement corportate/business solutions
Coordinate estate planning.
Manage client relationships.
Identify and cultivate new clients.
Develop and grow your client portfolios
Manage your financial practice
Remain accredited and up to date in terms of FAIS
Desired Experience & Qualification
You should be an entrepreneurial individual with a business oriented mind-set, an effective communicator, analytical and customer-oriented who will meet or exceed established sales goals, while also meeting individual client needs and complying with pertinent policies and regulations. You will need to have ambition, drive, determintion and, most of all, perseverance.
Tertiary qualification is highly beneficial
Previous experience in a sales environment is essential
Clear credit record
Clear criminal record
Drivers Licence
Full Access to a Vehicle (this is non-negotiable)
Laptop and good computer literacy
Academic ability and willingness to study further
