Financial Advisor

eThekwini, KwaZulu-Natal
Permanent
Full-time

2 days ago

Job DescriptionA rapidly growing financial services company is looking for dedicated, client-focused individuals to join their team as Financial Advisors. The firm is committed to empowering individuals and families to take control of their financial future by providing personalized, goal-based advice, modern planning tools, and access to a wide range of financial solutions that align with clients' values and long-term goalsAs a Financial Advisor, you will play a vital role in building lasting relationships and guiding clients through all stages of their financial journeyRole OverviewAs a Financial Advisor, you'll be responsible for delivering comprehensive financial guidance to clients across diverse backgrounds. You'll assess their financial situations, develop personalized plans, and support their progress toward financial well-being. This role combines strategic thinking, communication skills, and a genuine passion for helping peopleKey Responsibilities

Build and manage a portfolio of clients through trust-based relationships
Conduct detailed financial assessments, including budgeting, retirement planning, investments, insurance, tax planning, and estate considerations
Create and deliver tailored financial plans based on client goals, risk tolerance, and life circumstances
Educate clients about financial products, tools, and services in a transparent and compliant manner
Monitor client portfolios and provide ongoing advice in response to market changes or life events
Collaborate with internal teams (e.g., investment, tax, legal) to provide holistic client solutions
Maintain accurate records and ensure regulatory compliance with financial advisory standards
Stay up to date on financial markets, products, industry trends, and compliance requirements

QualificationsRequired:

Minimum 1 year of experience as a Financial Advisor, Wealth Manager, or similar role
Relevant certifications (e.g., CFP®, CFA®, ChFC®, or Series 7/66)
Strong understanding of investment strategies, insurance, retirement planning, and tax optimization
Excellent communication and interpersonal skills
Client-first mindset and high ethical standards

Preferred:

Ability to work in a fast-paced, collaborative environment
Passion for financial literacy and inclusion

What We Offer

Competitive base salary plus performance-based incentives
Professional development support
Opportunity to shape the future of financial planning at a purpose-driven company

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