Financial Planner Jobs in George
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Search Results - Financial Planner Jobs in George
Merand Corbett & Associates-George
KEY RESPONSIBILITIES
Client Services
• Provide professional and efficient client service on behalf of the Financial Planning Partner.
• Act as a primary point of contact for clients and ensure client requirements are followed up and resolved...
Airlink-George
Retirement fund contributions and financial planning assistance.
Travel discounts for personal use across our regional network.
Opportunities for continuous professional development and type rating upgrades.
Training Regular simulator training to maintain...
The Legends Agency-George
The Role: Qualified Financial Advisors The purpose of this role is to prospect for and close new business while maintaining existing business. The successful candidate will adopt a holistic approach to financial advice and manage the full financial planning...
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Be Different Recruitment-George
In order to be considered the following is required:
• Relevant Degree in Investment or Economics
• Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP)
• 3 to 5 yearsâ experience as a Wealth Manager with sales...
People Dimension-George
for and closing new business
• Maintaining existing business
• Developing and presenting financial planning recommendations and/or alternatives to clients
• Adopting a holistic approach to financial advice
• Establishing and defining professional relationships...
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