Wealth Advisor

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

As a Financial Advisor, you’ve built a career based on your skills, training, and reputation. But, now it’s time to elevate your career and join a team of reputable Financial Advisor’s at one of South Africa’s largest financial services companies. Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise’s...

Unlock Your PotentialAt Envestpro, we are on a mission to empower individuals at every stage of their professional journey to achieve financial greatness. As a Strategic Wealth Advisor, you will be part of a supportive community of like-minded professionals who share your passion for making a difference.**Key Responsibilities:**Demonstrate exceptional...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Wealth Advisor - Durban Welcome to FNB,...

Job SummaryAs a Wealth Strategy Advisor with The Recruitment Council, you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive financial planning and investment management.This is an exciting opportunity for a driven individual to join our team and contribute to the growth and success of our clients. We...

About EnvestproWe are a community of entrepreneurs dedicated to helping each other thrive in the world of finance.Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness through personalized wealth management strategies and expert guidance.Key Responsibilities:Demonstrate exceptional business acumen...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the home of the...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection...

Job Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...

Our Durban based client is looking for a qualified and experienced National Wealth Manager. **CORE PURPOSE OF THE JOB** To lead and manage the wealth management division of the bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of...

NATIONAL (countrywide requirement) financial services brand with _added benefit of independent flexibility_ seeks various levels of FINANCIAL & WEALTH PLANNERS/FINANCIAL ADVISORS ONLY Executive, Senior and General Financial & Wealth Planners will be considered for these roles, PLEASE DO NOT APPLY IF YOU DO HAVE THE FOLLOWING ESSENTIAL REQUIREMENTS: -...

A financial services advisory group is looking for a full-time Wealth Advisor to work in their Wealth Department. **DUTIES & RESPONSIBILITIES, NOT LIMITED TO**: - Develop new business and maintain existing business - Build relationships with clients - Retain existing clients and generate business from them by reviewing existing portfolios - Meet with new...

About The Job:">The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.Key Responsibilities:">Provide comprehensive wealth planning services,...

**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...

Skyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

Job OverviewWe are seeking a seasoned Salaried Wealth Advisor to manage and grow a high-net-worth portfolio. This role involves comprehensive wealth planning, strong client relationship management, and driving financial planning practices within the business.Main ResponsibilitiesProvide tailored wealth planning services, focusing on investments, risk,...

**Business Description**: Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to...

**Job Advert Summary**: The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...