Financial Planner
Cape Town, Western Cape
Posted more than 30 days ago
- Company:
- Cross Wealth Financial Services
- Company Description:
- Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. Since 2019, we have been serving as advocates for our clients and offering tailored insurance options, ensuring their peace of mind. Our client-centric approach sets us apart in the industry, making us a trusted partner for financial security.
- Contract Type:
- Full Time
- Experience Required:
- 2 years
- Education Level:
- Grade 12
- Number of vacancies:
- 8
Job Description
finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial data, and guiding clients
towards their financial goals.