Financial Advisor

LMB Wealth; George; On-site; ZAR 250,000 - 550,000; Full time

Benefits offered by this job

Dedicated paralegal support

Dedicated tele sales team

Performance-based commission

Job summary

LMB Wealth is seeking motivated Financial Advisors and Brokers for on-site roles across Johannesburg, Pretoria, Cape Town, Mossel Bay and George. You will analyse client goals, craft financial plans, and offer tailored retirement and investment solutions to build lasting relationships.

The role emphasizes market awareness, ethical standards, and revenue growth, with a commission-based package reflecting performance and experience.

Qualifications

• Bachelor's degree in finance, economics, business, or equivalent (NQF5 wealth management).
• RE5 exam completed or in progress.
• 2+ years of sales-driven experience with a proven track record.
• Own vehicle and a valid driver's license.
• Own laptop and uncapped internet connection.
• Excellent interpersonal and communication skills for client rapport.
• Strong ethics and client confidentiality.

Responsibilities

• Provide comprehensive financial planning by analysing client goals and needs.
• Offer retirement planning, investments and financial products tailored to clients.
• Build and manage client relationships; stay updated on market changes.
• Drive revenue and deliver strategic financial solutions.
• On-site role across multiple cities including George.

Skills

Sales experience

Interpersonal skills

Communication skills

Client relationships

Opportunity identification

Education

Bachelor's degree in finance/Economics/Business or related field

RE5 exam completed or in progress

Tools

Own vehicle

Driver's license

Laptop

Internet connection

Job description

We are offering an exciting opportunity for motivated Financial Advisors and Brokers to become part of our team.

As a well-established financial services firm, we are looking for Financial Advisors and Brokers who are driven to build their own legacy within the firm and excels at building client relationships, driving revenue, and delivering strategic financial solutions that empower clients to achieve their goals while contributing to overall business success.

Role Description

This is an on-site Financial Advisor/Broker role based in Johannesburg, Pretoria, Cape Town, Mossel Bay and George.The Financial Advisor/Broker will provide clients with comprehensive financial planning services by analysing their financial situation, goals, and needs. Responsibilities include offering expert advice on retirement planning, investments, and financial products tailored to individual situations. Strong client relationship management and the ability to stay updated on market changes are crucial to the role.

Qualifications & Skills:

• Bachelor's degree in finance, Economics, Business, or a related field / or NQF 5 in Wealth management
• Successfully completed RE5 exam / or in process of completing RE5 exam
• Proven track record of success in a sales-driven role with 2 + years of experience.
• Own Vehicle and Valid drives license
• Own laptop and uncapped internet connection
• High ethical standards and a commitment to client confidentiality.
• Excellent interpersonal and communication skills to build trust and rapport with clients.
• Demonstrated ability to identify and seize business opportunities.

Added benefits to Established Financial Advisors:

• >Dedicated paralegal to assist with transfer/transition of your current book and/or client base
• >Dedicated tele sales to assist with calling of existing client and/or new clients and/or leads

Package & Remuneration

We provide a competitive, performance-based commission structure designed to recognize and reward your sales achievements. Your overall compensation package, Commission, including benefits, will be tailored to reflect your experience, skills, and potential. In addition, we are committed to your professional growth through robust training and ongoing development opportunities within the financial services sector. You’ll also be part of an energetic, diverse team that values collaboration, innovation, and mutual support.