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Senior Wealth Manager — CFP-Track -Impact Planning
Job in
George, 6529, South Africa
Listed on 2026-08-28
Listing for:
Be Different
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Be Different seeks a Wealth Advisor to deliver holistic financial planning and advisory services to high-net-worth clients from our George office. The role involves crafting proposals, managing portfolio risk, and aligning recommendations with our investment philosophy.
The ideal candidate has a relevant degree, CFP is preferred, and 3–5 years in wealth management with sales targets, plus FAIS and RE5 compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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