Financial Advisor & Wealth Planner

Duties & Responsibilities:

• Provide sound, comprehensive financial advice and guidance to clients
• Educate, empower, coach and collaborate with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short-, medium-, and in particular their long-term financial goals
• Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth
• Review clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals
• Build and maintain strong relationships to retain existing clients
• Identify and cultivate new clients and be innovative in crafting solutions to improve their financial situation and change their lifestyles for the better
• Ensure that clients’ financial goals are met, whilst fostering long-lasting relationships as the Financial Wellness Coach

Requirements & Competencies:

• Matric essential
• Bachelor’s degree (advantageous)
• Minimum 2 years’ work experience
• Own transport
• Valid driver’s license
• Own laptop
• Clear credit history
• No criminal record
• An ethical and professional approach to work
• A target-driven and results-oriented mindset
• Self-starter with an entrepreneurial spirit
• Strong networking and relationship-building skills
• Effective time management and organizational skills
• Proficient numeracy skills
• Discretion and an understanding of the need for client confidentiality
• Excellent customer service skills
• Excellent active listening skills
• Proficient computer skills and easily adaptable to new systems