Private Wealth Advisor-6

Rmb Nigeria Limited; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial consulting firm is seeking a Private Wealth Advisor based in Pretoria. The successful candidate will provide financial planning services, develop client relationships, and receive comprehensive training programs. Candidates must have at least a Matric qualification and an RE5 Certificate. This full-time position also requires reliable transportation and a self-driven attitude.

Benefits

1st year commission

Inflation commission

Tablet with data for capturing supplied

Qualifications

• Qualified Financial Advisors and non-qualified aspiring financial advisors are needed.
• Own reliable vehicle required.
• Must complete 1 week product training and accreditation.

Responsibilities

• Join a well-established team to advise clients.
• Provide financial advice and develop personalized financial plans.
• Sales and field training will be provided.

Skills

Matric (Grade 12)

RE5 Certificate

CPD Hours

NQF5 Wealth management

Self-driven

Target oriented

Education

Grade 12 (Matric)

Job description

Overview

Showing multiple Private Wealth Advisor / Financial Advisor job postings in Pretoria and surrounding areas. The descriptions include responsibilities, qualifications, and employer details. The content has been refined to present clear sections for each role without altering the original information.

Job 1 — Private Wealth Advisor

Location: Pretoria, Gauteng

Employer: Virtual Vibe Consulting

Employment type: Full-time

Description of the role: Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team.

Requirements: Matric (Grade 12), Own reliable vehicle, RE5 Certificate, CPD Hours, NQF5 Wealth management

Competencies: 1 week product training and accreditation; 3 weeks sales and field training; Clients gifts supplied; Tablet with data for capturing supplied; 1st year commission; second year commission; Inflation commission; Self driven and target oriented

Notes: This entry lists training terms and commission structures; no explicit duties beyond role description above.

Job 2 — Financial Advisor

Location: Centurion, Gauteng

Employer: iMasFinance Co-operative (Ltd)

Posted today

Policy note: At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups.

Job Purpose: Effective marketing of life assurance and funeral products within the Centurion area.

Job Outputs:

• Selling of life assurance and funeral policies
• Conducting clients needs analysis
• Following up on leads
• Servicing new and existing members
• Quality control of new business

Qualifications and Experience:

• Matric/Grade 12
• FAIS credits on NQF level 4 as per FSCA legislative requirements
• RE5 as per FSCA legislative requirements
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills:

• Computer literate (MS Office)
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills

Job 3 — Insurance & Wealth Creation Professionals (IWCP)

Location: Centurion, Gauteng

Employer: IWCP : Insurance & Wealth Creation Professionals

Posted today

Job Description: Company description and role overview: The Next Generation of Insurance & Wealth Creation Professionals (IWCP). We offer structured development paths and mentorship programs with full training, accreditation, and licensing by the Financial Services Board.

Role Description: This is a full-time hybrid role for a Financial Advisor, located in Centurion with some work-from-home flexibility. You will provide personalized financial planning services, advise on investments, retirement planning, and insurance options, develop and maintain a client network, conduct financial assessments, and create tailored financial strategies.

Qualifications and Experience:

• Skills in Financial Planning and Financial Advisory
• Experience in Finance, Investments, and Retirement Planning
• Exceptional interpersonal skills and an entrepreneurial mindset
• Proven ability in effective planning, organizing, and time management
• Grade 12 (Matric); a tertiary qualification is advantageous
• A clear credit record with no criminal record
• Ability to work independently and as part of a team
• An established client network is a plus

Job 4 — Experienced Health Financial Advisor

Location: Centurion, Gauteng

Employer: Momentum (Momentum Health Solutions)

Posted today

Overview: Momentum Health Solutions seeks Health Financial Advisors who prioritize client outcomes and regulatory compliance. This role focuses on health solutions within a franchise environment and requires delivering expert financial planning across health-related products.

Role Summary: Acquire, retain, and grow a client base for Momentum Medical Aid and related products; provide after-sales service and ensure client retention and growth; engage with clients across market segments with sound financial planning.

Requirements:

• Matric / equivalent
• FAIS requirements based on DOFA date
• FSCA-approved qualification
• RE5 if currently in financial services
• 2 years of experience as a financial advisor
• Has large and solid business, social and close contact networks

Duties & Responsibilities:

• Meeting with clients to determine financial goals, needs, and risk tolerance
• Advising on medical aid, health insurance, and related products
• Preparing and reviewing financial plans for accuracy and suitability
• Responding to client queries and resolving issues
• Supporting investment professionals and cultivating client relationships
• Engaging with prospective clients to understand needs
• Providing sound financial and product advice
• Ensuring compliance with regulations

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