Senior Financial Advisor

Company Description

Avion Wealth Blue Star is dedicated to providing comprehensive financial planning and investment management services tailored to meet the unique needs of high-net-worth individuals and businesses. Based in Sandton and Gauteng, our mission is to ensure financial security and personalized wealth protection for our clients. With deep industry expertise and a client-focused approach, we aim to be the trusted financial partner for those seeking reliable guidance and long-term financial success.

At Avion Wealth, we address the challenges of wealth management with customized solutions designed for a secure future.

We are seeking a Senior Financial Advisor to join our on-site team in Johannesburg, CA. This is a full-time role for an experienced professional who will provide expertise in financial planning, investment management, and retirement planning. Responsibilities include analyzing clients' financial situations, creating tailored financial strategies, providing advice on investments and retirement plans, and ensuring compliance with relevant regulations.

• Expertise in Financial Planning and Financial Advisory
• Proficiency in Investments and Retirement Planning
• In-depth knowledge of Finance, including market trends and economic principles
• Proven ability to build strong client relationships and deliver tailored financial solutions
• Excellent analytical, problem-solving, and communication skills
• Bachelor's degree in Finance, Economics, or related field (CFP or CFA designation is a plus)
• Minimum of 5 years of financial advisory experience, preferably with high-net-worth clients