TRAFFIC
Northern Cape
Strategic Wealth Advisor
Sanlam Limited
Job Description
Sanlam Limited is seeking a financial advisor in Upington to provide clients with tailored financial advice and planning. The role includes networking to generate leads, conducting comprehensive client consultations, and adhering to compliance regulations. Candidates should possess at least a Grade 12 qualification and have completed FAIS requirements. The position focuses on maintaining ethical relationships and achieving business growth targets in a professional environment.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.
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