Financial Advisor / Wealth Strategist

Envestpro; Umhlanga Rocks; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial advisory firm in KwaZulu-Natal, Umhlanga is seeking a Financial Planner/Wealth Strategist to help clients manage their financial priorities. This role offers an entrepreneurial opportunity to build client relationships and implement holistic financial plans. Ideal candidates are experienced communicators looking for financial freedom and legacy-building. Mentorship and support will be provided to help you succeed in driving your own income potential.

Benefits

Uncapped Income Potential

Scalable, Recurring Income

Holistic Financial Tools

Autonomy with Support

Qualifications

• Experience in client-facing industries such as business development, real estate, insurance, banking, or consulting.
• Strong ability to build trust and manage client relationships.
• Discipline and motivation towards long-term goals.

Responsibilities

• Engage with individuals and families to understand financial priorities.
• Design and implement holistic financial plans.
• Build and manage a portfolio of clients.

Skills

Entrepreneurial mindset

Strong communication skills

Client relationship management

Job description

Financial Planner / Wealth Strategist

Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business

At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success.

We’re not just offering a job — we’re offering a platform where you can build your own financial advisory business, supported by a proven structure, elite mentorship, and a respected national brand.

This role is ideal for individuals with a business mindset, strong interpersonal skills, and a drive to grow something of their own. You’ll gain access to an industry-leading product suite, world-class training, and the freedom to operate your career like a business — with no earning ceiling.

What the Role Involves:

• Engage with individuals, families, and entrepreneurs across KZN to understand their financial priorities.

• Design and implement holistic financial plans covering investment, estate planning, retirement, risk management, and business protection.

• Build and manage your own portfolio of clients, offering ongoing support and long-term relationship management.

• Translate complex financial concepts into clear, strategic guidance that clients can act on with confidence.

• Continuously expand your financial knowledge, staying ahead of market trends and legislative changes.

Who We’re Looking For:

• Are entrepreneurial in mindset and confident in building their own client base.

• Have strong communication skills and a natural ability to build trust.

• Are coachable, disciplined, and motivated by long-term goals.

• Want more than a job — they want to build a business, a legacy, and financial freedom.

• Are ideally experienced in client-facing industries such as business development, real estate, insurance, banking, or consulting.

What You’ll Gain:

• Uncapped Income Potential – Your earnings grow with your effort. Top performers consistently exceed traditional income benchmarks.

• Scalable, Recurring Income – Build residual income through long-term client relationships and assets under management — creating a foundation for real financial independence.

• Personal Generational Wealth – This is a career that allows you to secure your own legacy, building lasting wealth for yourself and your family.

• Autonomy With Support – Enjoy the freedom of running your own practice, with structured support, mentorship, and access to Envestpro’s advisor ecosystem.

• Holistic Financial Tools – Offer a comprehensive suite of solutions, including investments, retirement planning, estate planning, short-term insurance, and business continuity strategies.

Your Impact:

At Envestpro KZN, our advisors are more than consultants — they are trusted partners in their clients’ lives.

The value you deliver today can change the course of a family’s future. And while you're helping others build wealth, you're building your own — not just income, but equity, legacy, and independence.

Ready to Start?

If you’re ready to bet on yourself and build a career that reflects your ambition, we’d love to hear from you.

Apply today or message us directly to start the conversation. Let’s talk about your future — and how we can help you build it.