BRIEF DESCRIPTION:-
The Financial Adviser Opportunity at Momentum is for BCOM graduates with no prior experience required. The role involves creating customized financial strategies to help clients achieve their financial goals, with a focus on forming lasting partnerships. Key benefits include competitive compensation, professional development, and comprehensive support for career growth and client engagement.
Job Title: Financial Adviser Opportunity (No Experience Required) Company: Momentum
Salary: R8 000.00 - R40 000.00 Per Month (Negotiable) Bonus: Yes Commission: Yes Job Type: Permanent Sectors: Insurance, Marketing, Sales Benefits: Medical Aid, Pension, Training, Parking, Maternity Leave Reference: NZP2204
Vacancy Details Employer: Momentum
Join Momentum as a Financial Adviser – Shape Your Clients’ and Your Future At Momentum, the role of a financial adviser transcends mere advice—it's about forming strong, lasting partnerships with clients to help them reach their financial aspirations. As a Momentum financial adviser, you will craft customized strategies that cater to individual client needs and objectives, ensuring they achieve their financial goals.
Why Choose Momentum? Momentum champions an innovative, outcome-based advice™ methodology to assist advisers in constructing and safeguarding their clients' financial futures. We provide a rewarding, nurturing environment that supports your growth as you establish enduring client relationships and expand your practice.
What Momentum Offers as a Financial Adviser: Competitive Compensation: A structured commission model with performance-driven incentives, commissions, and bonuses. Stipend Provided Annual Recognition: Elite invitations to our prestigious recognition convention for top performers. Professional Protection: Professional indemnity cover and expert legal support. Growth and Development: Access to the Momentum Institute of Financial Planning (IFP) and advanced advisory tools via Astute subscriptions. Technology & Support: State-of-the-art financial planning software, IT support, laptop, and data bundle for the first 12 months. Collaborative Business Model: Maximize your earnings by working with specialists and utilizing a broad array of product solutions from various providers. Marketing and Operational Support: Dedicated marketing assistance and operational support to help grow your client base. Comprehensive Solutions: Access to diverse product offerings and a robust compliance process to ensure trust and excellence in client engagement. Succession Planning: Secure your legacy with our customized succession planning solutions.
Unlock Your Future with Momentum Becoming part of Momentum means joining a forward-thinking team that empowers you to thrive both professionally and personally. With our unwavering support, you will build meaningful relationships, assist clients in realizing their financial dreams, and cultivate a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.
Interested individuals can email updated CVs to [Email hidden - Login to reveal]
APPLICATION INFORMATION
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Note: Only shortlisted candidates are contacted.
