Wealth Strategist / Financial Planner

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

Job summary

A financial advisory platform in Umhlanga is seeking a Financial Planner / Wealth Strategist to help clients achieve their financial goals. This role offers an opportunity to build a personal advisory business with uncapped income potential and structured support. Ideal candidates are entrepreneurial with strong communication skills and experience in client-facing roles. Join us to create a legacy and achieve financial freedom.

Benefits

Uncapped income potential

Scalable recurring income

Holistic financial tools

Autonomy with structured support

Qualifications

• Confident in building their own client base.
• Motivated by long-term goals.
• Experience in business development, real estate, insurance, banking, or consulting is ideal.

Responsibilities

• Engage with clients to understand their financial priorities.
• Design and implement comprehensive financial plans.
• Build and manage a portfolio of clients.
• Translate complex financial concepts for clients.

Skills

Strong communication skills

Entrepreneurial mindset

Ability to build trust

Client-facing experience

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

• Entrepreneurial in mindset and confident in building their own client base.
• Strong communication skills and a natural ability to build trust.
• Coachable, disciplined, and motivated by long-term goals.
• Want more than a job — they want to build a business, a legacy, and financial freedom.
• 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.