salaried financial adviser - Newcastle, United States - Old Mutual Life Assurance Company (SA) Ltd

Old Mutual Life Assurance Company (SA) Ltd Newcastle, United States

1 week ago

Description

Your time is now to be your exceptional best at Old Mutual
Job Description
What is a financial advisor?

The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach.

An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances – and their goals or dreams for the future.

As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

A Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Driver's licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
What we can do for you

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential.

We lead with our values, which is at the heart of the great things we do. We champion our customers and employees.

We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance.

The Group provides many opportunities for growth and development.

Responsibilities

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

Importantly, the financial advisor profession requires continuous personal development through the attendance and completion of accredited courses and programmes

Skills and Experience
3 years sales experience

Education
High School (Grade 12)

(Required)

Closing Date
6 November 2020
#J-18808-Ljbffr

Financial Officer Donor Advised Funds

6 days ago

City National Bank Wilmington, United States

Overview: · **FINANCIAL OFFICER DONOR ADVISED FUNDS** · **WHAT IS THE OPPORTUNITY?** · As part of a dedicated and collaborative team, while supporting and reporting to the Principal Financial Officer, this position is responsible for supporting the financial reporting requirement ...
Financial Officer Donor Advised Funds

4 days ago

City National Bank Wilmington, United States

Overview: · FINANCIAL OFFICER DONOR ADVISED FUNDS · WHAT IS THE OPPORTUNITY? · As a member of the Donor Advised Fund (DAF) team, this position supports the DAF offering. DAFs sponsored by The American Gift Fund (AGF), an independent 501(c)(3) public charity founded by the pred ...
Registered Client Service Associate

2 hours ago

Ameriprise Financial Wilmington, United States

**Key Responsibilities**: · - Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. · - Prepare and summarize client meetings by scheduling and confirming meet ...
Fiscal Advisor Iii

23 hours ago

State of Delaware Wilmington, United States

This is advanced level fiscal advisor work analyzing financial transactions and records and preparing financial statements and reports to control and account for funds. In addition to work performed by a Fiscal Advisor II, employees independently perform complex fiscal advisor wo ...
Fiscal Advisor V

6 days ago

State of Delaware New Castle, United States

**Introduction**: · **Make a Difference with DHSS** · Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. W ...
IT Consultant

1 week ago

Stellar Ventures Wilmington, United States

As one of the largest IT service providers and digitalization partners in Europe, we are driving the digital transformation within the Sparkassen-Finanzgruppe. With over 4,000 employees at 3 locations, we make digital banking of today powerful and develop smart financial services ...
Training as a bank clerk

1 week ago

Quantum Innovations New Philadelphia, United States

TARGOBANK as a training companyBANK.REALLY.DIFFERENT. That is our claim as an employer. With 7,000 employees and 550 trainees at over 330 locations, we are one of the major banks in Germany. However, we at TARGOBANK do not think and act like typical bankers. It is important to us ...
Training as a bank clerk

1 week ago

Apex Solutions Castle Hills, United States

TARGOBANK as a training companyBANK.REALLY.DIFFERENT. That is our claim as an employer. With 7,000 employees and 550 trainees at over 330 locations, we are one of the major banks in Germany. However, at TARGOBANK, we don't think and act like typical bankers. It is important to us ...
Financial advisor for small business clients

1 week ago

Apex Solutions Delaware, United States

About the Company · Locally rooted, regionally connected, committed to our members and democratically organized: All of this characterizes cooperative banks like our company. And yet, we are completely different. · What do we offer? · Salary: Attractive compensation models, payme ...
Tax consultant for medium-sized companies

1 week ago

Quantum Ventures Hamorton, United States

**About KAISER & SOZIEN Attorneys Tax Consultants Auditors mbB: ** · We are one of the leading regional auditing and tax consulting firms with locations in Freiburg, Baden-Baden and Stuttgart. In our partnership-led company, lawyers, tax consultants and auditors provide interdisc ...
Client Service Associate

1 week ago

Ethos Financial Group King of Prussia, United States

**About the Firm**: · Ethos Financial Group is an SEC registered investment adviser. We provide an Adviser Platform, Asset Management and Practice Management services for financial advisers and their end clients: mainly individuals, families and institutions. Ethos's team of 25+ ...
Assistant Controller

2 hours ago

FXI Inc Radnor, United States

Overview: · **Job Overview**:We are looking for an Assistant Controller to join our Accounting team located in Radnor, PA. Under the direction of the Corporate Controller, the Assistant Controller will be responsible for all activities of the Corporate Accounting Department, incl ...
Personal Financial Counselor

1 week ago

JLAN Solutions Philadelphia, United States

JLAN Solutions is seeking a **Personal Financial Counselor** to support the **Army National Guard** in Philadelphia, PA This is a full-time, on-site role and is an excellent opportunity for someone looking to work in a military environment **helping our soldiers and their familie ...
Tax Accountant

6 days ago

Kim Yeung Ling PC Philadelphia, United States

Our family-owned tax accounting firm is looking for experienced accountants to join our staff in Philadelphia, PA. We specialize in tax accounting, payroll, and business formation services for individuals, small business, and medium-sized businesses in the Tri-State area. The acc ...
Vice President, Regulatory Consulting

1 week ago

Kroll Philadelphia, United States

We are looking for a Vice President to support our Regulatory Consulting team. As a Vice President you will take risks and solve problems. You will display leadership and influence others in our Regulatory Consulting business. Our Regulatory Consulting team provides expert compli ...
Customer Care Advocate- Hybrid

22 hours ago

TransUnion Crum Lynne, United States

TransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · **What We'll Bring**: · At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to he ...
Regional Counsel

1 week ago

US Environmental Protection Agency Philadelphia, United States

**Duties**: · The Regional Counsel (RC) provides senior leadership to the Office of Regional Counsel (ORC) and serves as principal legal adviser to the Regional Administrator and regional divisions and offices. The RC also advises and coordinates with principles and attorneys in ...
Director of Planned Giving

4 days ago

Kreischer Miller Philadelphia, United States

About Kreischer-Miller: · Kreischer Miller's Retained Executive Search Practice (RES) takes a highly personalized and collaborative approach to executive recruiting. We work directly with owners of privately-held and family-owned companies to help build their leadership teams. Ou ...
Retail Banker Ii, Lawrence Park, Broomall, Ft

1 week ago

TD Bank Broomall, United States

**Work Location**: · Broomall, Pennsylvania · **Hours**: · 40 · **Pay Details**: · $ $30.00 USD · **Line of Business**: · Personal & Commercial Banking · The Retail Banker II is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise ...
Student Financial Aid Coordinator

1 week ago

University of Pennsylvania Philadelphia, United States

University Overview · The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World ...