Financial Advisor – Wealth Management (Cape Town)

About the role

Launch your career in financial advisory with Oasis Group Holdings, a leading ethical investment group in South Africa. Based in Cape Town, you will work in a mentorship‑driven environment focused on wealth management, financial planning and long‑term client relationships.

Key responsibilities

• Conduct comprehensive client needs analyses and develop tailored financial plans.
• Provide sound recommendations across investments and wealth‑management products.
• Build and maintain trusted, long‑term client relationships.
• Support senior advisors with portfolio management and client reviews.
• Attend structured product training and professional‑development sessions.
• Work towards relevant professional and regulatory qualifications.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Business or a related discipline.
• Excellent interpersonal and communication skills.
• Demonstrated professionalism, integrity and ethical conduct.
• Results‑driven mindset with ambition to build a client base.
• Valid South African ID or work permit.
• Valid driver's licence (client‑facing travel required).

Required skills

What we offer

• Structured training programme with a clear pathway to full advisory qualification.
• Mentorship from seasoned senior financial advisors.
• Performance‑based earning potential and competitive remuneration.
• Transparent career progression and advancement opportunities.
• Continuous professional development and regulatory education.