Financial Advisor

Momentum Financial Planning is dedicated to helping individuals and families achieve their financial goals through tailored advice and realistic solutions. With a client-centered approach, our advisors take the time to understand each client's needs, priorities, and lifestyle, forming trusted partnerships throughout their financial journey. Our diverse product portfolio includes healthcare, car and home insurance, life insurance, and investment and savings options.

We aim to make a meaningful positive impact in clients’ lives by guiding their financial decisions with care and expertise.

This is a full-time hybrid role located in the City of Johannesburg, with the flexibility to work from home on occasion. As a Financial Advisor, you will provide personalized financial advice to clients, develop customized financial plans, and assist them in achieving their long-term financial goals. Daily responsibilities include conducting financial assessments, offering investment strategies, and helping clients with retirement planning and insurance decisions.

You will build and maintain client relationships, monitor financial plans, and stay informed about financial markets and trends.

• Proficiency in Financial Planning and Financial Advisory services
• Strong knowledge of Investments and Retirement Planning
• Solid understanding of personal and corporate finance principles
• Exceptional communication, relationship-building, and customer service skills
• Analytical thinking and problem-solving abilities
• Certification as a financial advisor or relevant qualification (e.g., CFP, CFA) preferred
• Experience in the financial services industry is an advantage
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field