wealth planner jobs in Ethekwini

Financial Planner / Business Owner 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,...

An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with...

A leading financial institution is seeking a FAIS licensed financial adviser in KwaMakhutha. The role involves conducting financial needs analyses, providing tailored product recommendations, and maintaining professional client relationships. Successful candidates will engage in sales activities to meet growth targets, ensuring compliance with financial regulations. Training and support are...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and...

Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust...

A leading financial services group is seeking a Financial Planner/Advisor in Durban, South Africa. This role offers uncapped commission potential along with extensive training and support for career advancement. Candidates will network, build client relationships, and provide customized financial solutions. Additional benefits include performance bonuses, a training allowance, and pension fund...

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Berghshire Wealth Authorised Principal at Berghshire Wealth Berghshire Wealth is one of Sanlam’s biggest BlueStars, with national coverage in 4 provinces. Our team of financial planners is dedicated to providing expert guidance that enables our clients...

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Durban. The position is full-time and permanent. What this position offers: - The chance to join an established national Financial Planning team and align with the firm’s policies,...

Introduction Consider a career as an EQ-FIN Professional Financial Sales Specialist (Business Centres in Johannesburg, Pretoria, Durban and Cape Town) At EQ-FIN we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We are an affiliate of Liberty Group. We are driven by a...

Company Description The Hereford Group, an affiliate of Liberty Life, was established in 1995 and is a leading financial advisory organization with a strong presence in South Africa's major hubs: Gauteng, Western Cape, and Kwa-Zulu Natal. We provide a diverse range of services, including Personal Financial Planning, Investment Management, Employee Benefits, Retirement Planning, and Estate...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...

Client Relationship Manager – Westville Join a reputable financial services practice as a Client Relationship Manager, providing vital support to our advisory team and ensuring each client receives exceptional care. This opportunity is perfect for someone who excels at organisation, values attention to detail, and is passionate about delivering outstanding client service. What You’ll Do: -...

About the job Financial Planner / Advisor Employment Type: Full-time Earning Potential: Up to 100% commission + Bonuses Are you passionate about helping people secure their financial future? Join Our Client, a leading financial services group, and take the next step in your career as a Financial Advisor. We offer expert guidance, training, and a supportive environment to help you succeed in...

A leading financial advisory firm in Umhlanga, South Africa, seeks entrepreneurial individuals to become Financial Planners/Business Owners. This role offers a platform to build your own financial advisory business with comprehensive support including mentorship and tools. Ideal candidates will engage clients, design financial plans, and develop long-term relationships. The position promises...

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,...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

Our client is seeking a dynamic Provincial Manager to bring the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The Provincial Manager will lead a new tied...

Financial Planner / Business Owner 2 days ago Be among the first 25 applicants Direct message the job poster from Envestpro Recruitment Specialist at Envestpro Group Financial Planner / Business Owner 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...

Financial Planner Opportunity at Envestpro Build a Career That Changes Lives Are you ready to take control of your future and build a career where you can make a real difference? At Envestpro, we're looking for motivated, business-minded individuals to join our team as Financial Planners. This opportunity is ideal for those who are passionate about people, driven to succeed, and eager to grow...