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Strategic Business Financial Advisor – Portfolios
Job in
Secunda, 2300, South Africa
Listed on 2026-02-28
Listing for:
Rmbwestport
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Secunda
A financial services firm based in Secunda is seeking a Business Financial Advisor. This role requires you to provide risk and investment advice to clients, achieve sales targets, and manage existing client portfolios. The ideal candidate will possess a degree in Financial Planning, CFP designation, and over 5 years of relevant experience. Strong sales skills and client service expertise are essential, along with compliance with financial legislation and processes.
Join a dynamic team where innovation and collaboration thrive.
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