Wealth Adviser

Job Listing No: 9740000

Wealth Adviser

Liberty – East London, Eastern Cape – This role is based in East London, Eastern Cape. If you are a driven individual with entrepreneurial drive and excellent people skills, this might be the opportunity you are looking for. Job Outputs: Networking & prospecting to grow your client base Setting up appointments and Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients financial goals. … – Permanent – Full-time

Apply for this job.




Similar Jobs For "Wealth Adviser"



 Jobs by Indeed job search

Graduate Financial Adviser

Company: Liberty Group
Location: Durban, KwaZulu-Natal
Assisting people to manage their wealth holistically. Being a Financial Adviser is listed as being one of the Top 10 careers to pursue, taking into… To apply for this job vacancy in Liberty Group you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 2 days ago

Junior and Senior Financial Advisers (Western Cape)

Company: Gumtree.co.za
Location: Century City, Western Cape
Tanqua Wealth is looking for experienced (IFA) Financial Advisers is expanding its footprint in the Western Cape Region. To apply for this job vacancy in Gumtree.co.za you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 2 days ago

Sales Managers and Financial Advisers

Company: Gumtree.co.za
Location: Northern Suburbs, Western Cape
Tanqua Wealth is looking for experienced (IFA) Sales Managers and expanding its footprint in the Western Cape Region. To apply for this job vacancy in Gumtree.co.za you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 2 days ago

Wealth Adviser

Company: Liberty Group
Location: Durban, KwaZulu-Natal
If you are a driven individual with entrepreneurial drive and excellent people skills, this might be the opportunity you are looking for. To apply for this job vacancy in Liberty Group you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 11 days ago

Wealth Adviser Pietermaritzburg

Company: Gumtree.co.za
Location: Pietermaritzburg, KwaZulu-Natal
We are looking for financial advisers who possess the followingqualities: We are currently growing our team of financial advisers in our Pietermaritzburg… To apply for this job vacancy in Gumtree.co.za you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 12 days ago






Note: This job listing with titled "Wealth Adviser" was indexed from different job portals. This job might be expired or closed for accepting CV's so we suggest to browse it from the new jobs menu of this site. Our website is an open community website for assisting job seeker so if you found some broken links or error in our site don't hesitate to contact us to fix the issue. Thank you for using our free services.


Get updated on daily job vacancies!

Be updated by pressing the Facebook Like or G+1 button bellow.