Financial Advisor

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

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, (Basic income - depending on experience can be discussed) 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.