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4 Days Ago
6 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves guiding clients to achieve their financial goals by assessing their needs, offering sound advice, and developing tailored financial plans. Additionally, it focuses on acquiring new business and expanding sales among existing customers, primarily through individual leads.
Mid level
Fintech • Payments • Financial Services
The role involves providing financial advice and creating tailored financial plans for clients. The advisor will assess clients' needs and help them achieve their financial goals while being supported by management and specialists.
4 Days Ago
Boksburg, Ekurhuleni Metropolitan Municipality, Gauteng, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves helping customers identify their financial needs and providing financial advice and plans to achieve their goals. The candidate should have a self-motivated and entrepreneurial spirit.
4 Days Ago
Greytown, Wellington, NZL
Mid level
Mid level
Fintech • Payments • Financial Services
The MFC Salaried Financial Advisor provides tailored financial advice and support to a specific market. Key responsibilities include customer service, solutions analysis, operational compliance, and business development. The role emphasizes building customer relationships and identifying sales opportunities while maintaining records in a CRM system.
4 Days Ago
Port Elizabeth, North Grenadines, Grenadines, VCT
Entry level
Entry level
Fintech • Payments • Financial Services
The Commissioned Financial Advisor role involves providing financial advice to clients, helping them to achieve their goals by understanding their financial needs, and implementing tailored financial plans. Responsibilities include procuring new business, expanding product sales to existing customers, and primarily working on self-generated leads.
4 Days Ago
Port Elizabeth, North Grenadines, Grenadines, VCT
Entry level
Entry level
Fintech • Payments • Financial Services
The Commissioned Financial Advisor will focus on providing financial advice, identifying customer needs, and creating tailored financial plans. Responsibilities include acquiring new clients and expanding services for existing customers, primarily through self-generated leads.
4 Days Ago
Durban, eThekwini, Kwazulu Natal, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
As an Aspiring Financial Advisor, you'll help customers achieve their financial goals by assessing their needs and providing tailored financial advice. You'll propose and implement suitable financial plans, becoming a key figure in supporting their financial journey.
4 Days Ago
Mossel Bay, Garden Route, Western Cape, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
This role involves guiding clients in achieving their financial goals through the assessment of their financial needs and providing tailored financial advice and plans. It aims at fostering strong customer relations and implementing effective financial solutions.
4 Days Ago
Pietermaritzburg, uMgungundlovu District Municipality, KwaZulu-Natal, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
The Aspiring Financial Advisor role involves providing financial advice, establishing trust with customers, and creating tailored financial plans to help them achieve their lifetime goals. The position requires strong communication skills and a customer-focused approach to identify and meet clients' financial needs.
4 Days Ago
Newcastle, New South Wales, AUS
Mid level
Mid level
Fintech • Payments • Financial Services
The MFC Salaried Financial Advisor provides tailored financial advice to clients, achieves sales targets through own efforts, manages customer relationships, addresses queries, and ensures compliance with regulations and policies. Responsibilities also include analyzing problems, business development, and utilizing CRM for customer service enhancement.
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