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Financial planner with liberty full-time jobs in Kraaifontein (4 jobs)

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FINANCIAL ADVISOR/SENIOR WEALTH MANAGER

  • Job Placements
  • Kraaifontein
Description: This position is for a financial advisor managing an existing portfolio ... : BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... ongoing financial advice to clients, in collaboration with the Wealth Planners, on ...
6 days ago

Strategic Business Development Executive (SBDE)

  • Executive Placements
  • Kraaifontein
... years of relevant experience in financial services, with a strong focus on ... diploma in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE ... Plans (VCPs) for top-performing financial advisors, focusing on achieving significant ...
27 days ago

PORTFOLIO MANAGER - WEALTH

  • Job Placements
  • Kraaifontein
... : BCom Post Graduation Diploma in Financial Planning CFP accreditation would be ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ... compliance requirements; Assist the Wealth Planner in the identification of training ...
27 days ago

SENIOR WEALTH MANAGER

  • Job Placements
  • Kraaifontein
Description: This position is for a financial advisor managing an existing portfolio ... : BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... ongoing financial advice to clients, in collaboration with the Wealth Planners, on ...
a month ago

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