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

Financial Advisor

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. 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 synthesise 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 30 October 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

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

    Old Mutual South Africa

    Newcastle, CA
    4 days ago
  •  ...model. The Role This is a fully accountable, revenue-producing advisor position — not a support seat. You'll own a defined segment of...  ...complexity book Planning & Execution Support Support implementation of financial plans and investment strategies Coordinate account actions and... 
    Suggested

    Squarely Financial

    Roseville, CA
    3 days ago
  • $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... 
    Suggested
    Local area

    MOHR Talent

    Roseville, CA
    3 days ago
  •  ...Financial AdvisorAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals...  ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience... 
    Suggested
    Local area
    Immediate start
    Remote work

    Corebridge Financial

    Roseville, CA
    3 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions...  ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an... 
    Suggested
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Roseville, CA
    3 days ago
  •  ...Edward Jones Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Roseville, CA
    5 days ago
  •  ...opportunity allows you to leverage your expertise in investment strategies and client management to help our clients achieve their financial goals. Responsibilities: Provide investment advice and financial planning services to clients. Conduct thorough analysis... 

    Solera Asset Managers and Insurance Agency

    Granite Bay, CA
    more than 2 months ago
  •  ...something real. Golden Summit Wealth is hiring a licensed financial professional who is early in their career and ready for more growth...  ...to grow. Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a... 
    Full time

    Golden Summit Wealth & Insurance Solutions a MassMutual Firm

    Roseville, CA
    a month ago
  • Old Mutual South Africa is seeking a motivated Financial Adviser to partner with clients, assess financial needs, and present suitable long-term insurance and investment solutions. The role requires a solid customer focus, clear communication, and the ability to translate... 

    Old Mutual South Africa

    Newcastle, CA
    1 day 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
    5 days ago
  • Northwestern Mutual seeks financial advisors who will build and manage client relationships, create personalized financial plans, and help clients pursue their goals through comprehensive planning and ongoing support. As an entrepreneur, you can shape your practice as... 

    Northwestern Mutual

    Roseville, CA
    21 hours ago
  • $61k - $119k

    Education 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Roseville, CA
    1 day ago
  • $64k - $148k

     ...Financial Advisor Trainees at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, finance, and more! We are so confident in our training and development programs... 
    Traineeship

    Northwestern Mutual

    Roseville, CA
    1 day ago
  • Northwestern Mutual is seeking Financial Advisor Trainees to join a comprehensive training program designed to launch a career in financial planning. The role offers growth tracks, uncapped earning potential, and the opportunity to impact clients' lives through holistic... 
    Traineeship

    Northwestern Mutual

    Roseville, CA
    2 days ago
  • Golden Summit Wealth & Insurance Solutions is seeking a licensed financial professional who is early in their career and ready for growth in Northern California. You’ll join a supportive platform designed to expand impact and autonomy while leveraging in-house resources... 
    Flexible hours

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    2 days ago
  • Corebridge Financial seeks a Financial Advisor to deliver personalized retirement and financial planning for our clients and their families. You will meet with clients, craft plans, and leverage company technology to enhance your advisory services. The role offers remote... 
    Remote job
    Flexible hours

    Corebridge Financial

    Roseville, CA
    4 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... 

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    3 days ago
  • 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... 

    Aumni

    Auburn, CA
    2 days ago
  • U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services for clients. You will coordinate portfolio...  .... This role emphasizes relationship management and holistic financial planning for affluent clients. Successful candidates will have... 

    U.S. Bank

    Auburn, CA
    4 days ago
  • Bank of America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions. Ideal candidates will hold Series... 

    Bank of America

    Roseville, CA
    4 days ago
  • Northwestern Mutual offers a College Financial Representative internship that guides you to build an integrated financial planning practice while studying, with support from a Fortune 500 company. You will learn prospecting, develop a business strategy, call on clients,... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Roseville, CA
    3 days ago
  • Sunflower Bank, N.A. in Auburn, CA, is seeking a Universal Banker to join our Auburn branch. This role blends teller, personal banker, and customer service duties to deliver retail banking products and strong service. The ideal candidate has customer service and cash handling...
    Full time

    Sunflower Bank, N.A.

    Auburn, CA
    4 days ago
  • Sunflower Bank N.A. in Auburn, CA is seeking a Universal Banker to join our local branch. The role combines teller duties, personal banking, and customer service to support everyday banking needs and build lasting customer relationships. We require strong cash handling ...
    Full time
    Local area

    Sunflower Bank NA

    Auburn, CA
    4 days ago
  • $150k - $165k

    A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,... 

    MOHR Talent

    Roseville, CA
    4 days ago
  • Job Description The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics Work with high-net‑worth individuals to identify needs, develop relationships, review... 
    Interim role
    Immediate start

    Bank of America

    Roseville, CA
    1 day ago
  • 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... 
    Part time

    Old Mutual South Africa

    Newcastle, CA
    4 days ago
  •  ...worldwide, including New York City, Montreal, Seattle, Singapore, and Tokyo. About The Role The Senior FP&A Analyst owns Behavox's core financial model — its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role... 
    Temporary work
    Immediate start
    Worldwide

    Behavox

    Newcastle, CA
    4 days ago
  • Behavox is seeking a Senior FP&A Analyst to own the core financial model, including the three-statement architecture, forecasts, and pro-forma views for acquisitions. This high-autonomy role requires fluency with modern tooling and the ability to turn numbers into actionable... 

    Behavox

    Newcastle, CA
    4 days ago
  • $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 pay
    Local area
    Relocation package

    Tri Counties Bank

    Auburn, CA
    3 days ago
  •  ...You will handle teller transactions, open new accounts, and introduce customers to Tri Counties Bank products aligned with their financial goals. Role involves maintaining customer relationships, documenting interactions in our CRM, and collaborating with mortgage, investment... 
    Relocation package

    Tri Counties Bank

    Auburn, CA
    5 days ago

Do you want to receive more vacancies?

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