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Financial Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Dynamic Consult Full time
About the Role

We are seeking an experienced and entrepreneurial Financial Advisor to join our growing team at Dynamic Consult.

This role is suited for ambitious professionals who are ready to build and manage their own portfolio while receiving full support from our firm.

Key Responsibilities:
  • Build and manage a portfolio of clients by offering financial planning and investment advice.
  • Provide tailored solutions in investment planning, retirement planning, risk management, and tax-efficient strategies.
  • Conduct portfolio reviews and ensure clients' financial goals align with their investment strategies.
  • Develop new business opportunities through networking, referrals, and digital marketing strategies.
  • Stay up-to-date with financial market trends, legislation, and compliance requirements.

What We Offer:
A structured support system to help you grow your client base.
Access to industry-leading tools, resources, and compliance support.
An entrepreneurial environment where you control your earnings and career progression.
Ongoing professional development and mentorship.