Description:
We’re Hiring!
Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for you!
Why Join Us?
Become part of an accomplished team of Financial Planners at Morebo Group and benefit from industry-leading training, a robust mentorship program, and ongoing support to help you thrive.
Role & Responsibilities:
- Provide expert, all-encompassing financial advice to guide clients on their financial journeys.
- Help clients understand their finances to enable them to make informed decisions.
- Customize financial plans for budgeting, retirement planning, tax strategies, and more.
- Monitor and adjust clients' financial plans as their lives and goals evolve
- Build lasting relationships with clients, fostering trust and loyalty.
- Identify new opportunities to engage clients and offer innovative financial solutions
Requirements:
- Provide expert, all-encompassing financial advice to guide clients on their financial journeys.
- Help clients understand their finances to enable them to make informed decisions.
- Customize financial plans for budgeting, retirement planning, tax strategies, and more.
- Monitor and adjust clients' financial plans as their lives and goals evolve
- Build lasting relationships with clients, fostering trust and loyalty.
- Identify new opportunities to engage clients and offer innovative financial solutions
- Grade 12 a (Bachelor’s degree is a plus).
- RE 5 will advantageous
- Own vehicle and valid driver’s license.
- Own laptop with Windows Pro
- Clear credit history and no criminal record
- Driven & entrepreneurial.
- Great networker and relationship-builder.
- Organized & efficient.
- Discreet with high confidentiality.
- Customer-focused mindset.
- Tech-savvy
Qualifications:
- Grade 12 a (Bachelor’s degree is a plus).
- RE 5 will advantageous
- Own vehicle and valid driver’s license.
- Own laptop with Windows Pro
- Clear credit history and no criminal record
Competencies:
- Driven & entrepreneurial.
- Great networker and relationship-builder.
- Organized & efficient.
- Discreet with high confidentiality.
- Customer-focused mindset.
- Tech-savvy
24 Feb 2025;
from:
careers24.com