Aspiring Financial Adviser
Old Mutual South Africa
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor The role focuses on championing our 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 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 Matriculation Certificate (Matric) Closing Date: 21 July 2026, 23:59 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. The Old Mutual Story! #J-18808-Ljbffr Old Mutual South Africa
$17.98 - $32.12 per hour
...payment arrangements and/or eligibility information from patients. Advises patient on expenses. Secures payments or payment arrangements... ...payment requirements Advises patients or others as to their financial liability. Interfaces in person or by phone to identify any...SuggestedHourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work2 days per week- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
$110k - $125k
...Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday required) Compensation: $110,000 - $125,000 We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives...SuggestedFull timeWork at office2 days per week$21 - $23 per hour
...Description Summary Provides accurate, complex, and confidential financial aid counseling to students, parents, and prospective families... ...knowledge of federal regulations and WPI financial aid policies to advise constituents and support informed decision-making. Performs...SuggestedHourly payWork at officeMonday to Friday- ...Rockland Trust is a fullservice commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England...SuggestedWork at officeLocal area
$23.5 - $29.5 per hour
...effective rapport building skills, proficient knowledge, and the promotion of the credit union’s brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs....Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday- ...helping to guide business decisions across the organization. In addition, this role will have responsibility for developing periodic financial reports and various ad hoc analyses that assist company-wide budgeting, forecasting, and long-term financial planning. As this...
- ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across...
$17.86 - $23.81 per hour
Relationship Banker West Boylston, MA 01583 US Full-time 40 hours per week including every other Saturday. Pay range: $17.86 - $23.81 hourly Job Description Provides level of service excellence as well as builds relationships with customers through sales and cross‑sales...Hourly payFull time$21 - $25 per hour
...operational skills. Ability to work independently and in a team environment About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We...Hourly payFull timeWork experience placementLocal areaShift work- ...about us: We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding in 1998, we've grown into a thriving advisory firm with offices...Local area
- ...CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you...Immediate start
$120k - $200k
...Job Description Experience: Senior Level Salary: $120,000 - $200,000 per year Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking...- TwinThread is seeking an experienced Executive Director for their UHNW Client Advisor role focused on the Taiwan Team. The position requires developing robust client relationships and delivering tailored wealth management solutions. The ideal candidate will have over 12...Full time
- UniBank is seeking a full-time Relationship Banker for its Shrewsbury Branch. This role is centered on providing exceptional customer service and managing relationships. The successful candidate will engage in various banking transactions, promote products, and ensure compliance...Hourly payFull time
- Rockland Trust is looking for a Relationship Banker to build strong customer relationships and foster an engaging banking experience. You will engage in consultative conversations with customers while accurately processing transactions and cross-selling bank products. The...
- J.P. Morgan in Worcester, Massachusetts, is seeking an experienced Private Banker specialized in wealth management. In this role, you will build and deepen meaningful client relationships and collaborate closely with specialists in delivering tailored investment solutions...
$80k - $150k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...Work at office- ...longterm referral relationships, and driving production through strong community engagement. With the support of a respected local financial institution, industryleading resources, and a flexible hybrid work environment, you'll have everything you need to succeed....Work at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
$30k
...It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into a technology‑driven organization. Our people are at the heart of this journey and together, we are driving a customer‑centric transformation...Hourly payFull timeContract workPart timeWork experience placementWork at officeAfternoon shift$18 - $21 per hour
We have a Unique opportunity to join our Branch team as a Float Teller based in our Worcester Polar Parck branch. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives in a position...Hourly payWork experience placementFlexible hoursShift workNight shift$30k
...It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation...Hourly payFull timeContract workPart timeWork experience placementWork at officeShift workAfternoon shift$30k
...Part Time Teller, Holden,MA Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer...Hourly payFull timePart timeWork experience placementWork at officeShift workAfternoon shift- Compensation for this position is commensurate with experience. The posted range is intended to provide a general estimate and does not guarantee a specific rate of pay. This is a float position and will require travel to provide coverage to the bankHometown network...
- ...Riverview, FL 33578). Bilingual Spanish preferred. Job Responsibilities Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions. Educate customers on...Temporary work
- A community bank in Worcester, Massachusetts is seeking a versatile team member to provide transactional support, handle customer inquiries, and assist in various branch operations. The ideal candidate will have at least one year of experience in banking or strong cash...Full timePart timeAfternoon shift
- A financial institution in Worcester, MA is looking for a Relationship Banker. The role involves building and maintaining customer relationships, processing transactions, and offering financial solutions. The candidate should have a Bachelor's degree or relevant experience...Work at office
$45k - $55k
The UMass President's Office is seeking a Business Associate to provide business, operational, and customer service support. This hybrid position involves coordinating requests from university departments and ensuring compliance with policies while providing smooth operation...Work at office- ...prospective and existing clients. Educate borrowers on available loan products and financing options. Collect, review, and organize financial documents required for loan applications. Assist customers through the loan origination process from application to closing....Permanent employmentTemporary work
$100k - $200k
Build your book, grow your income, and learn from top producers - 100% commission with elite coaching and support. This Jobot Job is hosted by: Giulia Saier Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 ...Local areaRemote work
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