Intern: financial advisor
HR Genie Pretoria
A year internship as financial advisor.
Qualifications:
- 3-year Finance-related degree (preferably B.Com Finance)
Experience:
- No experience required
Duties include but are not limited to:
- Undertake highly technical analytical work.
- Assessment of client financial needs and circumstances.
- Carrying out research and analyzing products and services that is appropriate to each clients financial circumstances.
- Proposing solutions and drafting financial recommendations that meet each clients goals, needs, and objectives.
- Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
- Keep up to date with product information.
- Preparing investment-, retirement-, estate-, and long term risk proposals.
- Public speaking and presentations
- Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.
HR GeniePretoria
An established company within the financial sector is seeking to hire an Intern Financial Advisor to join their team. This is an excellent opportunity for an individual who has just graduated to grow their career within a reputable organisation...
The Recruitment CouncilPretoria
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full...
HR GenieCenturion, 13 km from Pretoria
This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:
Formal Education:
• Matric and relevant industry-related degree
Experience:
• A minimum of five...