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
- ...insurance companies. Responsibilities The role is to champion valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. Skills...Suggested
- Old Mutual South Africa in Newcastle, California is looking for a Financial Adviser with at least 12 months of experience in financial services. Candidates must have Matric or equivalent, and completion of Long-term Insurance Class of Business requirements is essential....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
- ...company. The role focuses on championing customers to achieve their financial goals through personalized advice and solutions. Ideal... ...promotes a collaborative environment where achieving clients' aspirations is the first priority. Closing date for applications is June 2...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...Part time
£250k per year
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its...Permanent employmentFull timeWork at officeLocal areaWork from homeTrial periodFlexible hours3 days per week$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...Hourly payFull timePart timeFlexible hours- A financial services company is seeking dynamic and self-motivated individuals to help customers achieve their financial goals. The role involves identifying financial needs, providing advice, and implementing tailored financial plans and solutions. Candidates should have...Traineeship
- 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...
- Titan Wealth in California is seeking a Financial Planner to deliver excellent financial planning and advice to clients via a hybrid work model. You will focus on servicing existing clients and developing new business opportunities. The ideal candidate should have a Diploma...
$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- ...Rose is looking for an experienced Paraplanner to join their financial planning firm in Newcastle. This role involves preparing suitability... ..., conducting research on financial products, and assisting advisers. The ideal candidate will have a diploma or be working towards...Flexible 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
£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$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$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$150k - $165k
Mohr Talent is seeking a Financial Advisor in Rocklin, California, with 10+ years in a client-facing advisory role. This position involves managing a portfolio, delivering tailored financial advice, and building long-term client relationships. Candidates must hold a Series...$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...- ...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
- 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
$150k - $165k
Financial Advisor (Series 65) $150,000 - $165,000 Overview Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while building long‑term relationships and trust. Responsibilities Manage and...Local area- 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
$61k - $250k
Northwestern Mutual is seeking financial advisors in Roseville, California, offering a unique opportunity to build your own business and help clients with financial planning. This role includes client building, creating personalized financial plans, and ongoing support...$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$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
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...$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$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$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
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