Financial Advisor

SUMMARY:
Financial Advisor

POSITION INFO:

Our client, a financial services group are looking for Financial Advisors to join their team.

Duties and Responsibilities;

*  Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.
*  Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools.

*  Securing stocks and bonds and establishing progressive savings accounts.
*  Moving money from accounts per industry and federal regulations.

*  Performing market research to stay current with financial trends.
*  Preparing financial documents, such as income projections and investment reports.
*  Maintaining compliance with all rules and regulations in the financial industry.
*  Identifying and pursuing potential clients to maintain a strong client base.

KEY SKILLS

*  In-depth understanding of employer, industry, and federal regulations.
*  Knowledge of financial options, including investments, loans, savings accounts, and stock options.
*  Expertise in financial planning and investment strategies.
*  Familiarity with the securities, mutual fund, and insurance industries.
*  Advanced ability to analyze and explain market data.
*  Proficiency with word processing, spreadsheet, database, and financial planning software.
*  Analytical thinking skills and the ability to assess clients’ needs.
*  Excellent communication abilities, including writing, speaking, and active listening.
*  Effective sales, presentation, and customer service skills.
*  Good organization and time management skills.

QUALIFICATIONS

*  Matric.
*  NQF level 5 or higher.
*  RE5 Qualification.

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