Client-Focused Financial Advisor & Wealth Planner

LMB Wealth; Johannesburg; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Dedicated paralegal for transfer of my

Dedicated tele sales support

Job summary

LMB Wealth is seeking motivated Financial Advisors and Brokers to join our growing team in Johannesburg. You will build client relationships, deliver tailored financial solutions, and drive revenue for mutual success.

Based in on-site roles, you’ll analyse client needs, provide expert retirement planning and investment advice, and stay ahead of market changes to protect and grow client wealth.

Qualifications

• Bachelor's degree or NQF5 in Wealth Management or related field.
• RE5 exam completed or in progress.
• 2+ years in a sales-driven role with a proven track record.
• Own vehicle and valid driver's license.
• Own laptop with uncapped internet connection.
• High ethical standards and client confidentiality.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide comprehensive financial planning by analysing client goals and needs.
• Offer expert advice on retirement planning, investments and tailored financial products.
• Manage client relationships and stay updated on market changes.
• Drive revenue and contribute to overall business success.

Skills

Client relationships

Sales-driven

Interpersonal skills

Business acumen

Time management

Education

Bachelor's degree in finance, economics, business, or related field

RE5 certification (completed or in process)

Job description

LMB Wealth is seeking motivated Financial Advisors and Brokers to join our growing team in Johannesburg. You will build client relationships, deliver tailored financial solutions, and drive revenue for mutual success.

Based in on-site roles, you’ll analyse client needs, provide expert retirement planning and investment advice, and stay ahead of market changes to protect and grow client wealth.