Wealth Advisor (Hybrid) in Mossel Bay | Growth and Leads

Momentum; South Africa; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive commission

Lead pipeline of clients

Training & development

Mossel Bay office

Job summary

Momentum is seeking a client-focused Financial Advisor in Mossel Bay, Western Cape. You will build and manage a diverse client portfolio, offering expert advice on investments, retirement planning, insurance, and wealth management, within the banking and investment sector.

The role supports personalized planning with direct client interaction from a dedicated office in a coastal town. You will conduct in-depth needs analyses, develop tailored financial plans, recommend products, and monitor

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• Minimum of 3 years in financial planning or advisory role.
• FAIS license/licence essential.
• Proven ability to grow client base.

Responsibilities

• Assess clients' financial situations and goals.
• Develop personalized financial plans for investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and strategies.
• Monitor portfolios and provide regular reviews.
• Build long-term client relationships.
• Stay updated on market trends and regulations.

Skills

Client relationship

Financial planning

Communication skills

Education

Finance/Econ degree

Job description

Momentum is seeking a client-focused Financial Advisor in Mossel Bay, Western Cape. You will build and manage a diverse client portfolio, offering expert advice on investments, retirement planning, insurance, and wealth management, within the banking and investment sector.

The role supports personalized planning with direct client interaction from a dedicated office in a coastal town. You will conduct in-depth needs analyses, develop tailored financial plans, recommend products, and monitor