Senior Financial Advisor

4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Berghshire Wealth Berghshire Wealth BlueStar is a financial planning firm located in Plattekloof, Western Cape & KZN, with a dedicated team of financial planners focused on providing tailored solutions to meet each client's financial needs. Our experts have a solid industry track record based on in-depth knowledge of the markets, products, and industry trends. We are authorized by Sanlam to offer a full range of financial solutions to help clients achieve financial independence and sustainable wealth. Role Description This is a full-time hybrid role for a Senior Financial Advisor at Berghshire Wealth BlueStar in Plattekloof Cape Town, with flexibility for remote work. The Senior Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients. The role involves analyzing financial data, developing personalized financial strategies, and staying up-to-date on market trends. Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Financial Advisory knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team
• Certification such as CFP or CFA is a plus
• Bachelor's degree in Finance, Accounting, Economics, or related field a plus
• R.E Accreditation is a plus

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