Financial Advisor

Direct message the job poster from Momentum Financial Planning

Talent Acquisition Specialist at Momentum Group

We are looking for new and established financial advisors to join our business in Sandton and KZN.

At Momentum the role of the financial adviser goes beyond offering advice. It's 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

Even if you do not have industry experience, our comprehensive training programme and ongoing mentoring will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, let's discuss our exciting and lucrative value proposition.

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