Company Description Avion Wealth BlueStar is a new venture that has been established to meet the growing demand for comprehensive financial planning and investment management services in Sandton and Gauteng.
At Avion Wealth, we understand the unique challenge faced by high-net-worth individuals and aim to provide tailored solutions to ensure a secure future for our clients.
Role Description We are in search of experienced financial planners to join our scaling operation.
This is a full-time hybrid role for a Financial Advisor / Sales Manager at Avion Wealth Bluestar Authorized by Sanlam in Johannesburg, with flexibility for some remote work. The role involves providing financial planning, retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include analyzing financial situations, recommending investment strategies, and assisting clients in achieving their financial goals.
Requirements Min 120 credit FAIS CreditsRE5Min 2 years of Sales/Financial Services ExperienceClear criminal record and credit recordMust be FIAS fit and properYou will be an ideal candidate if you have: Financial Planning, Retirement Planning, and Financial Advisory skillsFinance and Investments expertiseStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to work independently and collaborativelyExperience in sales or customer service is a plusCertification in financial planning or relevant fieldResponsibilities Vary as per contract.
Benefits and Remuneration Model Full training and supportTraining Allowance/Stipend13th ChequeVesting bonusPerformance BonusesMin of 80/20 commission split, negotiable for experienced advisors with a client bookFull admin supportLead generation/Appointments/Full marketing supportSend us your resume Email: ******
WhatsApp: 0847300633
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