Financial Advisor / Broker

LMB Wealth; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Very attractive commission split

Mentorship and training

Dedicated telesales support

Paralegal support

Staff rates, incentives and bonuses

Supportive team environment

Job summary

LMB Wealth in Johannesburg is seeking ambitious Financial Advisors or Brokers to build their own client base with strong backing from an established team. You will benefit from a very attractive commission split, mentorship, dedicated telesales and paralegal support, and access to staff rates, incentives and bonuses as you grow your business.

This role focuses on building relationships, identifying opportunities, and delivering tailored financial planning and products across investments and

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field OR NQF 5 in Wealth Management.
• RE5 completed or in progress.
• 2+ years’ experience in a sales-driven role with a proven track record.
• Own vehicle and valid driver’s licence.
• Own laptop and uncapped internet connection.
• Strong communication, interpersonal and relationship-building skills.
• High ethical standards and commitment to client confidentiality.
• A proactive, entrepreneurial mindset and ability to identify opportunities.

Responsibilities

• Build and manage long-term client relationships
• Identify new business and growth opportunities
• Analyse clients’ financial goals and needs
• Provide appropriate financial planning and product solutions
• Advise on investments, retirement planning and financial products
• Grow and develop your client base and book of business
• Keep up to date with relevant market and industry developments

Skills

Sales driven mindset

Strong communication

Relationship-building

Entrepreneurial mindset

Education

Bachelor’s degree in Finance/Economics/Business OR NQF 5 in Wealth Management

RE5 completed or in progress

Job description

BUILD YOUR BUSINESS. GROW YOUR INCOME. CREATE YOUR LEGACY.

FINANCIAL ADVISORS & BROKERS WANTED

Johannesburg | Pretoria | Cape Town | Mossel Bay | George

Are you an ambitious Financial Advisor or Broker looking for more than just a job?

At LMB Wealth, we give driven advisors the opportunity to build their own client base, grow their income and create a lasting legacy — with the backing of an established team.

WHAT WE OFFER

• Very attractive commission split on qualifying business
• Mentorship, training and ongoing support
• Dedicated telesales support for existing clients, new clients and leads
• Dedicated paralegal support for established advisors transitioning an existing book/client base
• Access to applicable staff rates, incentives and bonuses
• A supportive team environment while you focus on seeing clients, building relationships and growing your business

THE ROLE

As a Financial Advisor/Broker, you will:

• Build and manage long-term client relationships
• Identify new business and growth opportunities
• Analyse clients’ financial goals and needs
• Provide appropriate financial planning and product solutions
• Advise on areas such as investments, retirement planning and financial products
• Grow and develop your client base and book of business
• Keep up to date with relevant market and industry developments

WHAT WE'RE LOOKING FOR

• Bachelor’s degree in Finance, Economics, Business or a related field OR NQF 5 in Wealth Management
• RE5 completed or in the process of completion
• 2+ years’ experience in a sales-driven role with a proven track record
• Own vehicle and valid driver’s licence
• Own laptop and uncapped internet connection
• Strong communication, interpersonal and relationship-building skills
• High ethical standards and commitment to client confidentiality
• A proactive, entrepreneurial mindset and ability to identify opportunities

OTHER REQUIREMENTS

• No criminal record
• No adverse credit/debt issues

FOR ESTABLISHED ADVISORS

Already have a client base or book of business?

Bring your experience — we'll help you make the transition.

Our dedicated paralegal and telesales support can assist with transitioning your existing book/client base and reconnecting with clients and leads, allowing you to focus on what you do best: building relationships and growing your business.

THIS IS MORE THAN A JOB.

It’s an opportunity to build something of your own — with the support, infrastructure and team behind you to help make it happen.

Build Your Business.

Grow Your Income.

Create Your Legacy.