Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Aspiring Financial Adviser in Newcastle, CA vacancy
  •  ...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... 
    Suggested
    Part time

    Old Mutual South Africa

    Newcastle, CA
    5 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Part time
    Flexible hours

    Sierra Central Credit Union

    Auburn, CA
    3 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Local area
    Relocation package

    Tri Counties Bank

    Auburn, CA
    2 days ago
  • £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... 
    Suggested
    Permanent employment
    Work at office
    Flexible hours

    Eden Rose

    Newcastle, CA
    2 days ago
  • $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... 
    Suggested
    Hourly pay
    Relocation package

    Tri Counties Bank

    Auburn, CA
    2 days ago
  • $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... 

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    3 days ago
  • $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

    Columbia Bank (WA, OR & ID)

    Auburn, CA
    8 days ago
  • $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... 

    Columbia Bank (WA, OR & ID)

    Auburn, CA
    5 days ago
  • $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 work
    Local area

    Us Bank

    Loomis, CA
    1 day ago
  • $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

    U.S. Bancorp

    Loomis, CA
    4 days ago
  • $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...

    Columbia Banking System

    Auburn, CA
    5 days ago
  •  ...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 pay
    Full time
    Part time
    Work at office
    Monday to Friday
    Weekday work

    Frank Lewis - State Farm Agent

    Auburn, CA
    3 days ago
  • $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

    Affinity Plus

    Roseville, CA
    2 days ago
  • A major financial institution is looking for a Private Client Advisor in California. In this role, you'll provide comprehensive financial planning and investment solutions while fostering client relationships. You will need a minimum of 2 years' experience in a financial... 

    JPMorganChase

    Lincoln, CA
    4 days ago
  • 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 work
    Flexible hours

    Legacy Harbor Advisors

    Roseville, CA
    2 days ago
  • $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... 

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    1 day ago
  • 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... 

    Bluespring Wealth Partners, LLC

    Roseville, CA
    5 days ago
  • $18 - $25 per hour

     ...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Roseville, CA
    4 days ago
  • $41.71k - $50.5k

    Bank of Montreal is seeking a part-time associate in Roseville, CA, to deliver exceptional service and assist customers with financial solutions. This role requires 1-2 years of relevant experience and involves identifying customer needs, providing financial advice, and... 
    Part time

    Bank of Montreal

    Roseville, CA
    4 days ago
  • $100k - $300k

     ...purchase-driven mortgage environment. This role is focused on helping buyers navigate one of the most important financial decisions of their lives. You will advise clients on home financing options, support real estate partners with responsive loan guidance, and manage... 
    Contract work

    Generations Home Loans

    Roseville, CA
    1 hour ago
  • A healthcare organization in Roseville, CA, is seeking a Sr. Financial Analyst for a full-time day shift position. The ideal candidate will support financial planning functions including budgeting, forecasting, and capital planning. Responsibilities also include preparing... 
    Full time
    Day shift

    Adventist Health

    Roseville, CA
    2 days ago
  • $25 - $29 per hour

     ...Relationship Officer III/IV in Roseville, California. The role involves assisting members with banking needs while ensuring their financial well-being. Essential functions include relationship building, transaction processing, and providing education on financial products... 
    Remote job
    Hourly pay
    Flexible hours

    SAFE Credit Union

    Roseville, CA
    3 days ago
  • $25 - $27.88 per hour

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Roseville, CA
    4 days ago
  • Adventist Health in Roseville, California, is seeking a knowledgeable professional to ensure consistency in hiring practices. This role primarily involves determining offer rates for new hires and supporting broader compensation analysis. The ideal candidate will have an...

    Adventist Health

    Roseville, CA
    5 days ago
  • $18.18 per hour

    We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...
    Hourly pay
    Part time
    Shift work

    CDS (Club Demonstration Services)

    Loomis, CA
    1 day ago
  • Mortgage Loan Processor In-Office Position Loan City Mortgage is seeking an experienced and detail-oriented Mortgage Loan Processor to support our Central Processing & Training Team in managing and advancing residential mortgage loan files from initial application ...
    Work at office
    Remote work

    Loan City Mortgage

    Rocklin, CA
    2 days ago
  • $16.9 per hour

    Job Opportunity At GoodLeap GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners...
    Work experience placement

    GoodLeap

    Roseville, CA
    2 days ago
  • The City of Auburn is accepting applications for a Finance Analyst. We're looking for someone who can bring government experience, excellent analytical, auditing, and adaptability skills, and be a positive member of a small, supportive team. The Role This is an opportunity...

    City of Auburn

    Auburn, CA
    1 day ago
  • Primemerica is seeking a Financial Services Representative to help clients achieve financial security through tailored solutions. This role offers remote and hybrid opportunities, with extensive training and mentorship from experienced professionals. The ideal candidate... 
    Remote job

    Primemerica

    Roseville, CA
    1 day ago
  • $19.25 per hour

    A prominent automotive parts retailer in Loomis, CA, is seeking a Counter Sales associate to engage customers and provide solutions for their automotive needs. Ideal candidates will have a background in automotive parts or a willingness to learn. This role involves excellent...
    Full time

    Motion

    Loomis, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Aspiring Financial Adviser. Be the first to apply!