Job Summary
We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients.
Responsibilities:
- Conduct in-depth consultations with clients to assess their financial situation, goals, and objectives
- Develop customized financial plans that address clients' unique needs, including investment strategies, retirement planning, tax optimization, and estate planning
- Provide ongoing financial advice and guidance to clients, monitoring their progress and adjusting plans as needed
- Collaborate with other members of the team, including investment advisors, tax professionals, and estate planners, to ensure holistic financial solutions for clients
- Stay current on industry trends and regulations, continuously improving knowledge and skills
Qualifications:
- Bachelor's degree in finance or related field; CFP, CFA, or other relevant certifications preferred
- Proven track record of success in wealth management or financial planning
- Strong knowledge of financial products and services, including retirement accounts, tax strategies, and insurance products
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- Detail-oriented and organized, with the ability to manage multiple clients and projects simultaneously
- Strong analytical skills and ability to develop complex financial plans with attention to detail
If you are passionate about helping clients achieve their financial goals and have a strong background in wealth management and financial planning, we encourage you to apply for this exciting opportunity. Join our client's team and make a difference in the lives of our clients.
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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