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Senior Financial Advisor

Senior Financial Advisor

SavageOne Pty LtdWorkFromHome, Gauteng, South Africa
30+ days ago
Job description

About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. This is a key leadership position where youll work directly with senior clients to craft bespoke financial strategies, managing both their wealth and legacy with precision and care. As a trusted advisor, you will be the cornerstone of your clients' financial success, offering tailored solutions that align with their long-term goals.

Key Responsibilities

  • Engage with affluent clients to assess their financial needs, goals, and risk profiles.
  • Develop and implement comprehensive financial strategies, including investment portfolios, tax efficiency, estate planning, insurance, and retirement planning.
  • Provide expert guidance on wealth management and optimization, navigating complex market conditions with confidence.
  • Regularly review and refine client portfolios, adapting to evolving financial goals and market shifts.
  • Stay at the forefront of market trends, regulatory changes, and emerging financial products.
  • Build and nurture long-term client relationships, ensuring exceptional service and ongoing trust.
  • Collaborate with internal teams to offer integrated, holistic financial solutions.
  • Maintain rigorous compliance with industry standards and regulations.

Requirements

  • Proven Track Record : A history of exceeding sales and performance targets (demonstrated over the last 12 months).
  • Education : Bachelors degree in Finance, Economics, Accounting, or a related field.
  • Certifications : CFP, RE5, or equivalent (preferred).
  • Experience : Extensive experience as a Financial Advisor, with expertise in managing complex portfolios.
  • Expertise : Strong knowledge of advanced financial products, wealth management strategies, tax regulations, and investment planning.
  • Skills : Exceptional analytical abilities, communication skills, and a proven ability to simplify complex financial concepts for clients.
  • Relationship Building : Demonstrated success in establishing and nurturing trust-based, long-term client relationships.
  • Software Proficiency : Familiarity with financial planning tools and software.

    • What We Offer

  • Competitive Commission Structure : Attractive performance-based rewards.
  • Elite Training & Development : Access to industry-leading training and ongoing professional development.
  • Career Growth : Opportunities for leadership roles and career advancement.
  • Flexible Work Environment : Autonomy with a collaborative team culture.
  • Supportive Culture : Be part of a dynamic, high-performing team that values integrity, excellence, and client-first service.

    • If you are a highly-driven, results-oriented financial professional with the experience and mindset to serve top-tier clients, wed love to discuss this unique opportunity.

    Apply Today. Shape the Future of Wealth.

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    Financial Advisor • WorkFromHome, Gauteng, South Africa