Financial Advisor jobs in George

Job Overview The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their...

Role Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and...

Closing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

A leading financial institution seeks a dedicated professional in George, Western Cape, to enhance customer experience and achieve sales targets. You'll provide tailored financial solutions and support clients in maximizing their revenue potential. Responsibilities include building strong stakeholder relationships and adhering to company policies to ensure service delivery quality. The ideal...

A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...

A prominent financial services institution in South Africa is seeking a Private Wealth Advisor who will deliver exceptional experiences to clients. The ideal candidate should have a relevant degree and 3 to 5 years of experience in Investment or Wealth Management. Responsibilities include providing tailored financial solutions, conducting client reviews, and achieving sales targets. This position...

A leading financial institution seeks a Private Wealth Advisor in George, Western Cape. The role demands delivering exceptional client experiences and expertise in investment and financial planning. Candidates should possess a relevant degree and have substantial experience in wealth management and client interactions. Join a dynamic team dedicated to driving client retention and financial...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

Company Description WeBridge is a specialized bridging finance company that develops tailored financial solutions to meet individual client needs. The company offers a transparent process, purchasing claims at a fixed price so clients have certainty without hidden surprises. Known for its customer-centric approach, WeBridge focuses on providing clear, efficient, and reliable financing options...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...

Financial Advisor Job Description The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them. This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs,...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R38309# Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...

Job Location : George, Western Cape, South Africa Application Deadline : April 01, 2026 Job Description - To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures - Execute own work in accordance with the...