Top Tech Jobs & Startup Jobs

As an Associate Financial Advisor, you will support customers in achieving their financial goals by assessing their financial needs and offering personalized financial advice and solutions. This role requires strong interpersonal skills and a commitment to customer service.

The Associate Financial Advisor role involves delivering exceptional financial advice to clients, identifying their financial needs, and devising suitable financial plans to help them achieve their life goals. It requires strong customer-focused skills and the ability to build relationships.

The role involves providing financial advice to clients, identifying their financial needs, and recommending appropriate financial plans and solutions. The advisor will champion the clients' lifetime goals and work to build strong relationships with them.

The PFA Associate Financial Advisor role at Old Mutual involves helping customers achieve their financial goals by identifying needs, providing advice, and implementing financial plans. Candidates should possess entrepreneurial spirit, a relevant tertiary qualification, and at least 3-5 years of work experience. The position offers professional development and commission-based earnings.

As an Aspiring Financial Advisor at Old Mutual, you will work with customers to identify their financial needs, provide advice, and implement personalized financial plans and solutions to help them achieve their goals.

Provides financial advice on products, develops and manages customer relationships, conducts sales presentations, analyzes customer needs, ensures operational compliance, and identifies sales opportunities to drive business development.

The Salaried Financial Advisor at Old Mutual provides advice on financial products while focusing on customer service and relationship management. Responsibilities include analyzing customer needs, managing CRM data, developing networks, ensuring compliance, and identifying business development opportunities.