Financial Advisor – Build Your Own Business

About the role

Momentum Financial Planning is seeking motivated individuals who want to create their own client portfolio while receiving full training, mentorship and ongoing support. This is a full‑time, entrepreneurial position that allows you to operate your own practice and grow your income based on performance.

Key responsibilities

• Build and manage a personal client portfolio.
• Provide professional financial planning and wealth‑creation solutions.
• Help clients achieve financial goals and secure their futures.
• Develop long‑term relationships and generate new business through networking and referrals.
• Create tailored financial solutions based on individual client needs.
• Grow earnings through performance‑based rewards and incentives.

Required profile

• South African ID and valid driver’s licence with reliable transport.
• Matric (Grade 12) qualification.
• Clear credit and criminal record.
• Sales, business development or customer‑service experience is advantageous but not mandatory.
• Strong desire to help people achieve financial security.

Required skills

What we offer

• Comprehensive training programme covering financial services knowledge and advisory skills.
• Mentorship and ongoing support from experienced advisors.
• Performance‑based income potential with incentives.
• Ability to operate an independent practice while leveraging the Momentum brand.