Overview

Senior Financial Advisor Jobs in Johannesburg, South Africa at Avion Wealth Bluestar

Company Description

Avion Wealth Blue Star is a new venture that has been established to meet the growing demand for comprehensive financial planning and investment management services in Sandton and Gauteng.

At Avion Wealth, we understand the unique challenge faced by high-net-worth individuals and aim to provide tailored solutions to ensure a secure future for our clients.

Role Description

We are in search of experienced financial planners to join our scaling operation.

This is a full-time hybrid role for a Financial Advisor / Sales Manager at Avion Wealth Bluestar Authorized by Sanlam in Johannesburg, withflexibilityfor someremote work. The role involves providing financial planning,retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include analyzing financial situations, recommending investment strategies, and assisting clients in achieving their financial goals.

Requirements

Min 120 credit FAIS Credits

RE5

Min 2 years of Sales/Financial Services Experience

Clear criminal record and credit record

Must be FIAS fit and proper

You will be an ideal candidate if you have:

Financial Planning,Retirement Planning, and Financial Advisory skills

Finance and Investments expertise

Strong analytical andproblem-solvingabilities

Excellentcommunicationand interpersonal skills

Ability to work independently and collaboratively

Experience in sales or customer service is a plus

Certification in financial planning or relevant field

Responsibilities

Vary as per contract.

Benefits and Remuneration Model

Full training and support

Training Allowance/Stipend

13th Cheque

Vesting bonus

Performance Bonuses

Min of 80/20 commission split, negotiable for experienced advisors with a client book

Full admin support

Lead generation/Appointments/Full marketing support

Send us your resume

Email:

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Title: Senior Financial Advisor

Company: Avion Wealth Bluestar

Location: Johannesburg, South Africa

Category: Finance & Banking, Sales

 

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