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Financial advisor

Company

Momentum Financial Planning

Location

pietermaritzburg, South-Africa

Type

Full-time

We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

Responsibilities Meeting individually with clients to determine their financial objectives on their financial journey Network and canvas for potential clients Prepare financial plans and provide holistic financial advise to clients Requirements South African ID Grade 12 Valid drivers license and own reliable vehicle An established client network

Even if you do not have industry experience, our comprehensive training programme and on-going mentorin...

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