Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
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 of Business, the Regulatory Examination 5 (RE5), an FSCA‑approved qualification will be advantageous. Other Requirements A valid driver’s licence and own car A clear criminal and credit check Proven computer literacy Excellent communication skills (written and verbal) Sound planning and organising abilities Ability to collate, analyse and synthesize information Entrepreneurial mindset Sound business acumen Grit, resilience and tenacity Excellent listening skills with the ability to translate customer engagements into sales. Skills Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 29 June 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. #J-18808-Ljbffr Old Mutual South Africa
- ...customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and... ...Quality Ensures Accountability Education NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent. Closing Date 29 June...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
- 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
£250k per year
...range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading,... ...Diploma in Regulated Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or...SuggestedPermanent employmentFull timeWork at officeLocal areaWork from homeTrial periodFlexible hours3 days per week- ...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
$20 - $23 per hour
...variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri... ...businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000...Hourly payLocal areaRelocation package- 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
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a sophisticated team, or becoming an advanced advisor. Responsibilities As a... ...Services), a registered investment adviser, broker-dealer, and member of FINRA and...Full timeContract workFor contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will:...Work at office$18 - $22 per hour
...confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc... ...stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services....Night shift$20 - $25 per hour
...Bonus based on performance Competitive salary Opportunity for 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...Hourly payFull timePart timeWork at officeMonday to FridayWeekday work$20.09 - $20.59 per hour
...Description Job Description Description: We are seeking a reliable and customer-focused individual to join our team as a full-time Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions...Hourly 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 - $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- ...motivated individuals in California to join a leading insurance company. The role focuses on championing customers to achieve their financial goals through personalized advice and solutions. Ideal candidates will have strong consultative selling skills, customer focus,...
- 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...
$50 - $60 per hour
...finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts,...Hourly payContract workWork experience placementRemote workFlexible hours- ...Bank is seeking a dedicated Personal Banker to establish and grow relationships with customers. This role involves understanding financial needs, providing tailored banking solutions, and enhancing customer experience. Candidates should possess effective communication...Hourly payRelocation package
$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- ...Who We Are 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 workRelocation
- U.S. Bank is looking for a Client Relationship Consultant 2 to work in North Auburn, CA. The role focuses on building strong relationships with clients through proactive outreach and providing personalized banking solutions. This position demands a solid understanding of...
$240k
...headquartered in Rocklin, California. The company provides modern security solutions combining professional security officers with advanced technology such as AI-powered surveillance, mobile patrol, and remote monitoring. Our mission is to help businesses maintain safe...Remote jobContract workFlexible hours$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...$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...$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- A leading financial services firm is seeking an Associate Accountant to manage essential fund administration tasks. This role involves responsibilities... ...data excites you, this is an excellent opportunity to advance your career in the Roseville area. #J-18808-Ljbffr Regal...
- ...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...
$23.19 - $28.35 per hour
...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 to life...Temporary workLocal area
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