Financial Advisor Consultant

Johannesburg, Gauteng
Permanent
Full-time

2 months ago

MissionAt Wealthbit, we're on a mission to transform financial well-being, empowering individuals and families to live lives full of choice and opportunity. Our Financial Freedom Programme (FFP) equips employees through a powerful combination of our cutting-edge app, monthly workshops, and personalised financial coaching. Within this initiative, we partner with forward-thinking companies who prioritise staff well-being, enabling them to offer impactful support that genuinely enhances employees' lives.As a Financial Advisor Consultant, you will play a key role in supporting users of FFP. You'll guide individuals and employees of our corporate clients through the FFP journey, using the platform's powerful features to deliver better financial outcomes.What You'll Be Doing:

Provide professional financial advice to users of the Financial Freedom Program (FFP).

Support employees of corporate clients who've adopted the FFP for their workforce.

Use the Wealthbit platform to guide and educate users on budgeting, debt management, savings, and investment strategies.

Help users translate program insights into clear, achievable financial goals.

Provide feedback to continuously improve the platform and user experience.

Represent GCI Wealth's commitment to empowering people with credible, technology-enabled advice.

What We're Looking For:

Certified Financial Planner (CFP®) designation.

3–5 years' experience in financial advising or client-facing financial planning.

Tech-savvy and excited about using apps and digital tools to enhance financial well-being.

Passionate about financial education, access, and impact.

Excellent communication and coaching skills.

A collaborative mindset and willingness to work across teams.

Must be fluent in Afrikaans and English

Why This Role Is Unique:

Be part of a values-driven company focused on real impact — not products, but people.

Earn a fixed monthly income while doing meaningful work.

Work hybrid: part-time at our Johannesburg (Auckland Park) office, part-time remote.

Use cutting-edge financial tech to scale your influence and help thousands.

Support both individual clients and corporate partners, making a broader difference.

Wealthbit

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