Financial Advisor

Direct message the job poster from Invapass BlueStar

Company Description
Invapass BlueStar offers services in Risk and Financial Planning, Short Term Personal and Commercial Insurance, Estate Planning, and Education Planning. With a focus on personalized financial solutions, we help clients achieve their financial goals and secure their futures.

Role Description

This is a full-time hybrid role for a Financial Advisor at Invapass BlueStar with offices in Fourways and Roodepoort. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.
Qualifications

Financial Planning and Finance skills
Retirement Planning and Investments expertise
Financial Advisory experience
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work independently and collaboratively
Bachelor's degree in Finance, Business, Economics, or related field
Industry certifications such as CFP, CFA, or equivalent are a plus
Remuneration, Back Office & Appointments
Commission & Basic
Full Back Office Support
Unlimited Appointments

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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