alternative careers for financial advisors

Job Overview:We are seeking a highly skilled and experienced Financial Management Consultant to join our dynamic team. The ideal candidate will possess a deep understanding of financial principles, strategic financial management, and a proven track record of providing insightful financial advice. The Financial Management Consultant will work closely with clients to analyze their financial situati...

Export Parts Store has a large showroom with clean service and sales areas, staffed by experts in their fields. It s no wonder we quickly became known for being a pure Harley-Davidson haven. Our dealership continually strives to provide anything and everything associated with Harley-Davidson motorcycles. Job Overview: We are seeking a highly skilled and experienced Financial Management Consultant...

Job Ref. No: JAML008 Role Purpose To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client s needs. The role holder will be required to be up to date with macro-economic trends, market development...

Key Dutiesand Responsibilities:Market research and analysisFearless cold calling for business generationParticipate in product launches and campaignsClient engagement and relationships managementSkillfully closing sales and meeting the allocated sales targetsQuality lead generation and effective follow-up on prospective opportunitiesRecommend and execute business strategies in line with the compa...

Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.Managing, maintaining and building new and existing client relationships.Preparing and presenting proposals to existing and potential clientsProvide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.P...

Role Description As a member of the Sales Team/Financial Advisors at Britam, you will be responsible for collaborating with clients, guiding them through their financial decisions and to enhance their understanding of different aspects of financial planning such as investment, retirement planning, insurance, amongst others. This is a full time role based in Nairobi County, Kenya and is an on-site...

Open Capital Advisors is a management consulting and financial advisory firm that drives growth, enables investment, and builds markets across Africa. We help businesses, investors, development partners, and the public sector identify opportunities and deliver unique, impactful solutions. We blend our deep local market experience and global perspective with a customized approach. The Analyst Role...

HR, Payroll & Consulting Solutions People are at the heart of every successful organization. Investing in human capital is one of the smartest moves a business leader can make. But without the right systems to manage and measure your performance, this investment will never truly deliver. Job Purpose The Financial Controller will play a crucial role in steering the financial operations of the comp...

Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.QualificationsStrong financial planning and finance skillsExperience in retirement planning and investment manageme...

Madison Group Limited is a locally owned financial services holding company that specializes in Insurance and wealth management services. The Group comprises of Madison Life Assurance Kenya Limited, Madison General Insurance Kenya Limited, and Madison Investment Managers Limited. Madison Life Assurance Kenya was originally incorporated under Kenyan Laws in 1988 as Madison Insurance Company Limite...

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that s not all. Summary The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross c...

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that s not all. About Job This is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for Sales,providing financial planning and advisory services and to cli...

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that s not all. Role Description This is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for providing financial planning and advisory services to client...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plan...

Role DescriptionThis is a full-time hybrid role for a Financial Advisor at ICEA LION Group. The successful candidate will be responsible for Sales,providing financial planning and advisory services and to clients in Nairobi County, Kenya, as well as remote clients. This includes but is not limited to retirement planning, investment advice, and other financial services. The Financial Advisor will ...

Sales & Marketing Jobs In Kenya. Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance. Financial Advisors Job Ref. No: JFSL008 Role Purpos...

Job Brief The Private Wealth Financial Advisor's role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets. Principal Accountabilities: Develop a knowledge of the client's entire financial situation and be able to structure a goals-based investment and financial plan. Develop and deliver private wealth education presentat...

Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy

Centum is East Africa s leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. Job Brief The Private Wealth Financial Advisor s role is to increase Assets Under Management for the organization through the sale of Private Wealt...

Open Capital Advisors is a management consulting and financial advisory firm that drives growth, enables investment, and builds markets across Africa. We help businesses, investors, development partners, and the public sector identify opportunities and deliver unique, impactful solutions. The Role You will work on multiple client engagements across a range of industries, with a focus on developin...

The RoleTransforming our communities by turning their dreams into life through the promotion of our innovative Insurance products to prospective clients, maintaining relationships, and identifying growth opportunities.

Pathfinder is driven by the conviction that all people, regardless of where they live, have the right to decide whether and when to have children, to exist free from fear and stigma, and to lead the lives they choose. Summary of Role: Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered acco...

Summary of Role:Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered according to Pathfinder and donor regulations and policies. Assists with financial capacity building and development provided to country offices. Focuses on operational excellence within accounting, financial reporting, and...

Summary of Role:Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered according to Pathfinder and donor regulations and policies. Assists with financial capacity building and development provided to country offices. Focuses on operational excellence within accounting, financial reporting, and...