Financial Advisor – Build Wealth & Relationships

About the role

Momentum Metropolitan is seeking ambitious Financial Advisors to join its Gauteng team. In this role you will partner with clients to understand their financial goals and deliver tailored advice that helps them build wealth and secure their future.

Key responsibilities

• Develop and maintain strong, long‑term client relationships.
• Conduct comprehensive financial needs analyses and recommend appropriate planning and risk solutions.
• Grow a sustainable client portfolio through networking, referrals and proactive outreach.
• Provide ongoing financial advice and exceptional service to existing clients.
• Identify new business opportunities and contribute to the practice’s growth.

Required profile

• South African citizen with a completed Matric qualification.
• Minimum two years’ experience in financial services or sales.
• Valid driver’s licence and regular access to a vehicle.
• Clear ITC and criminal record.
• Strong communication, interpersonal and networking abilities.
• Tertiary qualification and RE5 certification are advantageous.

Required skills

What we offer

• Industry‑leading training, mentorship and business coaching.
• Marketing support and client acquisition tools.
• Professional indemnity cover and access to advanced advisory technology.
• Performance incentives, recognition programmes and the chance to build a sustainable practice.