Financial Advisor – Build a Career That Changes Lives

About the role

Momentum Financial Planning is seeking motivated sales‑driven individuals to join its team of Financial Advisors. You will partner with clients across South Africa to understand their financial aspirations and deliver personalised solutions that help them build wealth, protect assets, and secure their future.

Key responsibilities

• Establish and grow an independent financial advisory practice under the Momentum brand.
• Prospect, network, and generate new business opportunities.
• Conduct comprehensive financial needs analyses for clients.
• Provide professional advice and tailor solutions to meet client goals.
• Maintain long‑term client relationships built on trust and exceptional service.

Required profile

• Passionate about sales, people, and building lasting client relationships.
• Entrepreneurial, self‑motivated, and target‑driven.
• Confident communicator with strong interpersonal skills.
• Resilient, proactive, and committed to delivering exceptional client experiences.

Required skills

What we offer

• Uncapped earning potential with competitive commission structures, incentives, and a stipend.
• Backing of a leading South African financial services brand.
• Comprehensive training, mentorship, and professional development.
• Access to cutting‑edge financial planning technology and advisory tools.
• Marketing and operational support to grow your client base.
• Recognition, rewards, and clear career progression pathways.