Sign up to save this job, get alerts, and apply with an optimized CV.
Financial Planner - Roodepoort - Market-related salary
Job description
Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre
Responsibilities:
- Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios).
- Deliver tailored investment advice with a strong focus on portfolio growth.
- Build and maintain strong client relationships; network and attract new business.
- Stay informed about market trends, regulations, and investment opportunities.
Requirements:
- RE5 and RE1 exams completed (FAIS compliant).
- CFP designation (or well advanced towards completion).
- 3 to 5+ years of experience as a Financial Planner / Wealth Advisor.
- Strong investment knowledge and proven sales success.
- Excellent networking skills, ambitious, ideally under 35.
Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today.
Required skills
Sign up to apply
Create a free account to apply for this job and get access to:
- AI-powered CV optimization for this specific job
- Save jobs and create custom alerts
- See your CV match score for each job
Company information
- Company
- The Legends Agency
- Location
-
South Africa, Gauteng, Johannesburg, West Johannesburg, Roodepoort
South Africa - Posted
- 11 months ago
Interested in this position?
Create your free account and tailor your CV to match this job.