Financial Advisor and KZN
Listed on 2026-09-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
We are looking for new and established financial advisors to join our business in Sandton and KZN.
At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.
Responsibilities
- Meeting individually with clients to determine their financial objectives on their financial journey
- Network and canvas for potential clients
- Prepare financial plans and provide holistic financial advise to clients
Requirements
- South African
- Grade 12
- Valid drivers license and own reliable vehicle
Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.
If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.
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