Aspiring Financial Adviser
Old Mutual South Africa
Company Overview Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Role Overview We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to champion our valued customers and help them achieve lifetime goals by identifying their financial needs, providing sound advice, and implementing fit‑for‑purpose financial plans and solutions. Skills Building Trust Consultative Selling Customer Feedback Management Customer‑Focused Customer Service Customer Understanding Direct Selling Identifying Sales Opportunities Oral Communications Probing Questions Qualifying Prospects Sales Data Management Sales Software Strategic Selling Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required) EEO Statement The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Closing Date 29 June 2026, 23:59 #J-18808-Ljbffr Old Mutual South Africa
- ...opportunity and diverse talent. Role Overview The role is to champion our customers to achieve their lifetime goals by identifying financial needs, providing sound advice, recommending and implementing fit‑for‑purpose financial plans and solutions. Responsibilities...Suggested
- Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long‑term Insurance Class of Business completion. Completion of additional FAIS requirements such as Investments Class...Suggested
- ...Mutual South Africa is seeking a dedicated professional to help champion customers in achieving their lifetime goals by identifying financial needs and providing tailored advice. Responsibilities include procuring new business, expanding sales of products, and working...Suggested
- ...Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity Part-time Financial Adviser Grade 12 Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering...SuggestedPart time
$20.09 - $20.59 per hour
...Financial Services Associate I - IV We are seeking a reliable and customer-focused individual to join our team as a full-time 32 hour Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions...SuggestedHourly payFull timePart timeFlexible hours- J.P. Morgan Chase in Auburn, CA seeks a Private Client Advisor to provide comprehensive financial planning and advice. You'll support clients ranging from beginners to high net worth individuals, focusing on personalized investment strategies. The role requires at least...
$20 - $23 per hour
...grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and...Hourly payFull timeLocal areaRelocation package£35k - £40k per year
About The Role We are working with a well‑established and growing financial planning firm looking to add an experienced Paraplanner to... ...client‑focused environment. You'll work closely with Financial Advisers and support staff to deliver high‑quality financial planning...Permanent employmentWork at officeFlexible hours- Old Mutual South Africa seeks a Part-time Financial Adviser in Newcastle, California. This role allows individuals to retain their current job while supplementing their income by providing financial advice. Candidates must have a Grade 12 qualification, excellent communication...Part time
$20 - $23 per hour
Tri Counties Bank is seeking a Personal Banker in Auburn, California, to build customer relationships and assist with financial services. The role involves managing daily customer interactions, promoting banking products, and maintaining sales records. Candidates should...Hourly payRelocation package$80k - $120k
Join to apply for the Financial Advisor — Career Transition Program role at MassMutual Northern California Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) What You’ll Be Doing Building and managing your own book of business with guidance...- Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals... ...275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules. Candidates for...Local areaImmediate startRemote work
- ...backgrounds who collaborate to provide the very best evidence-based care for our clients at all levels of care. Position Summary The Financial Counselor - Revenue Cycle Management (RCM) plays a critical role in supporting patients post admissions by helping them understand...Temporary workWork at office
$150k - $165k
Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive...Local area$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- WestPac Wealth Partners is dedicated to helping clients achieve financial independence and create a clear path toward their financial goals. By focusing on each client’s unique vision for the future, the company provides tailored strategies that maximize wealth potential...Full time
$18 - $22 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying...Night shift$18 - $22 per hour
...knowledge of Columbia Bank's product and service offerings and staying current on changes. Discussing and uncovering customer's financial needs to identify and offer appropriate products and services. Supporting referral goals for branch by focusing and identifying...$23.19 - $28.35 per hour
Overview At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive from Day One...Temporary workLocal area$18 - $22 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and...Night shift$18 - $22 per hour
Columbia Banking System in Auburn, CA, is seeking a Teller to ensure seamless banking transactions and enhance client relationships. Candidates should possess a High School Diploma or GED and preferably have 1 year of customer service experience. This role emphasizes accuracy...$23.19 - $28.35 per hour
...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work- Corebridge Financial, Inc. is seeking a motivated Financial Advisor to help clients plan for their financial futures. This remote role involves meeting with clients and utilizing provided tools for success. Applicants should have a high school diploma, at least two years...Remote jobImmediate start
- A leading financial services firm in Roseville seeks an experienced professional to enhance and manage client relationships. The ideal candidate has over 10 years of client-facing experience, excels in communication and relationship management, and operates with a strong...
- A financial services organization seeks a motivated Remote Customer Sales Associate to join their team. This remote role offers unlimited earning potential and flexible scheduling for driven sales professionals. Responsibilities include conducting virtual client consultations...Remote workFlexible hours
- ...Paid time off Training & development Overview: Are you someone who enjoys building relationships, helping customers reach financial goals, and creating a great client experience? Our agency is looking for a Financial Services Representative to join our team and...Hourly payFull timePart timeWork at officeMonday to FridayWeekday work
- The Emily Program in Roseville, California, is seeking a Financial Counselor specializing in Revenue Cycle Management. This role involves supporting patients post-admission by clarifying financial aspects of treatment and ensuring compliance with insurance requirements....
$18.89 - $22.64 per hour
A financial services provider is looking for a Member Consultant in Roseville, CA. This position involves interacting with members through various channels and assisting them with lending and account products. Candidates should have customer service experience and a background...Hourly pay$80k - $120k
A financial planning firm is seeking a Financial Advisor for their Career Transition Program. This role involves building and managing your own business, supporting clients in their financial needs, and providing training for necessary licensing. Ideal candidates will have...- A respected financial services firm in Roseville, California, is seeking an experienced Financial Services Advisor to join their client-focused team. The ideal candidate will have a solid background in client relationship management, with a minimum of 10 years in a client...
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