Where
Where

Become a financial advisor jobs in Cullinan (11 jobs)

Sort by:
  • Executive Placements
  • Cullinan
... sector, providing advisory services, financial reporting, and regulatory compliance support ... :â?? Assist in preparing Annual Financial Statements and Consolidations in line ... review monthly compliance reports and financial reports for executive committees. â?? ...
a month ago
  • Executive Placements
  • Cullinan
... of selected top-performing financial advisors. This role focuses on ... selected top-performing financial advisors and secondly, strategic advisor recruitment. The SBDE ... (VCPs) for top-performing financial advisors, focusing on achieving significant revenue ...
a month ago
  • Executive Placements
  • Cullinan
... experience in financial services, focusing on sales, business development, or advisor management ... client relationships; Experience working with financial advisors and leveraging technology to enhance ...
a month ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
8 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
9 days ago
  • Job Placements
  • Cullinan
... estate agents, bond originators, financial advisors, and other referral partners. ... to understand clients'' financial goals. Assess clients financial health, affordability, and ... solutions to clients facing financial challenges. Maintain comprehensive records ...
29 days ago
  • Job Placements
  • Cullinan
... . Prepare preliminary financial planning recommendations and product solutions for advisor review and ... Outlook and Excel. Experience with Advisor 360 and CRM systems, particularly ...
6 days ago
  • Executive Placements
  • Cullinan
... on security, financial and operational metrics. Act as an advisor within the ...
15 days ago
  • Job Placements
  • Cullinan
... Liaise with external auditors, tax advisors, and regulatory authorities. Accounting ... annual budgets and financial forecasts. Monitor financial performance, providing variance ... . Strong understanding of IFRS, financial regulations, and investment accounting. ...
28 days ago
  • Executive Placements
  • Cullinan
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
5 days ago
  • Executive Placements
  • Cullinan
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
a month ago