Application for Graduate Financial Advisor
(3yr+ Degree)
Minimum Requirements
Bachelor's degree in Commerce, related field or Law OR Wealth Management NQF5
Honours Degree (4th year)
Post Grad Diploma (Industry related; Financial Planning, Business Mgmt., Tax & Strategy Mgmt., Estate Planning, etc)
2+ years working experience (preferable in sales - Waiters and Bartenders welcome)
23+ years of age
Valid Driver’s License
Own Reliable Transport
Non-Negotiable Attributes
Ambitious & Entrepreneurial
Affable & Confident
Analytical & Critical Thinker
Driven / Self-motivated & Resilient
Ideal Myers-Briggs Profile (ENFJ, ESFJ, ESTJ, ISTJ, ENTJ, INTJ, INTP, ESFP, ESTP)
Basic questionnaire can be provided if required if you do not yet know your profile
Qualifying documents to submit
CV / Resume
Budget
Must have been in contact with all prospects 5 or more times in last year
Action plan on how to penetrate own Network