Certified Financial Planner jobs

Are you ready to join an award-winning brokerage where you can pave your future as a Financial Advisor? Is this you? You are an experienced Financial Advisor with a passion for creating personalized financial plans tailored to clients' needs and goals and you are ready to take the next step in your career. What you'll be doing (and why you'll enjoy it) As a Financial Advisor, you'll have the oppo...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

Requirements: Bachelor's degree in finance, business management, economics, or related field. Licensed with the Financial Industry Regulatory Authority (FINRA). Should be a Certified Financial Planner (CFP). Proven experience in financial consulting. Proficiency in all Microsoft Office applications. The ability to analyze financial data. Excellent problem-solving skills. Effective communication s...

Job Title: Financial AdvisorJob Summary:We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong...

Job Title: Financial AdvisorJob Summary:We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong...

These jobs were popular with other job seekersAre you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?Is this you?You're a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you're committed to delivering excepti...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN Starting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements: Grade 12 Degree related to Financial Industry preferred Certified Financial Planner (CFP) or equivalent ...

Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY :...

Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY :...

Reference: PC001616-RC-1 Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth ...

Reference: PC001616-RC-1 Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth ...

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver's licence and vehicle Proven sales record RE5 and Certified Financial planner (CFP) accreditation Lucrative packaged deals and benefits supplied by client

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial ...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

POSITION PURPOSE: Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6...

Duties:Leadership and Team Management:- Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement.- Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members.- Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self-res...

Duties:Leadership and Team Management:- Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement.- Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members.- Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self-res...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportun...