Financial Advisor
Job in
Soweto, 1803, South Africa
Listed on 2026-09-12
Listing for:
Placements24
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
About the Role
Our client is seeking a dedicated and client-centric Financial Advisor to join their team in Soweto . This role focuses on providing personalized financial guidance and solutions to individuals and families, helping them achieve their long-term financial goals. You will build strong client relationships, offer advice on investments, retirement planning, and insurance, and ensure clients receive excellent service. This is an excellent opportunity for a motivated professional to build a rewarding career in financial services, operating within a hybrid model that balances essential in-person client engagement with remote administrative and planning tasks, promoting a sustainable work-life integration in the Soweto community.
Key Responsibilities- Meet with clients to understand their financial situation, goals, and risk tolerance.
- Develop and present comprehensive financial plans including investment, retirement, and insurance strategies.
- Provide ongoing advice and support to clients, monitoring their progress and making recommendations as needed.
- Cultivate new client relationships through networking and proactive outreach.
- Ensure compliance with all relevant industry regulations and company policies.
- Stay informed about market trends, financial products, and economic conditions.
- Bachelor's degree in Finance, Economics, Business, or a related field; relevant industry licenses (e.g., RE5) are essential.
- Proven experience in a financial advisory or client-facing financial role.
- Strong understanding of investment products, retirement planning, and insurance.
- Excellent communication, interpersonal, and sales skills.
- Ability to build trust and maintain long-term client relationships.
- Proficiency in financial planning software and CRM systems.
- Competitive base salary plus attractive commission structure.
- Comprehensive health benefits package.
- Support for professional development and obtaining advanced certifications.
- Hybrid work model offering flexibility for client meetings and office tasks.
- Opportunity to significantly impact clients' financial well-being in the local community.
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