Aspiring Financial Adviser (Newcastle, Vryheid and Surrounds)
Old Mutual South Africa
Overview Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. This role aspires to be a Financial Advisor. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. 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. Role at a glance The role at a glance is about 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. Responsibilities Identify customer financial needs and provide sound financial advice. Recommend and implement fit-for-purpose financial plans and solutions. Champion customer relationships and ensure customer-focused service. 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 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 August 2026, 23:59 #J-18808-Ljbffr Old Mutual South Africa
- 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
- Role Part-time Financial Adviser. Currently in an existing role which the candidate may want to retain, but supplement value proposition and/or income by offering financial advice. Responsibilities Provide financial advice in a part-time capacity and leverage in-segment...SuggestedPart time
- 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
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent... ...Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent...Suggested
- Old Mutual South Africa is seeking a Financial Advisor to join our team in Newcastle, California. In this role, you will identify customer financial needs, provide sound financial advice, and implement tailored financial plans to help customers achieve their goals. The...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...
£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 - $25 per hour
Frank-Lewis---State-Farm-Agent in Auburn, CA is seeking a Financial Services Representative to enhance client interactions and market US Bank financial products. The ideal candidate will have 3-5 years of banking experience and be comfortable in consultative roles. This...Hourly payFull timePart timeWork at office- 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...
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- Old Mutual South Africa is looking for a Part-time Financial Adviser to provide financial advice and leverage an in-segment market and existing network. Candidates must meet various requirements, including Grade 12 / NQF Level 4 or equivalent, excellent communication skills...Part time
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office$20 - $23 per hour
...based on purpose, value, and trust. You assist our customers with a variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri Counties Bank services that suit their financial circumstances, and...Hourly payLocal areaRelocation package- ...Financial Solutions Advisor - Sterling Pointe Financial Center Lincoln, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Temporary workWork at officeMonday to FridayShift workDay shift
$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- ...Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and... ...§ 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for...Local areaImmediate startRemote workRelocation
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$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...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
$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...- Bank of America in Lincoln, California, is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. The role involves collaborating with clients to build financial plans including brokerage products, managing client relationships...
- Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral‑based...
$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank of America is committed to an in-office culture with specific...Temporary workWork at officeMonday to FridayShift workDay shift- 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
$20 - $25 per hour
...advancement 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$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...$18 - $25 per hour
...appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to...Hourly pay- ...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...
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