Financial Advisor – Sandton

About the role

Momentum Metropolitan is seeking ambitious Financial Advisors to join its Sandton office. You will partner with clients to understand their financial goals and deliver tailored wealth and risk solutions, while building a sustainable practice of your own.

Key responsibilities

• Build and maintain strong client relationships.
• Conduct comprehensive financial needs analyses.
• Provide personalized financial planning and risk management advice.
• Develop and grow a sustainable client portfolio.
• Identify new business opportunities through networking and referrals.

Required profile

• South African citizen.
• Completed Matric; tertiary qualification advantageous.
• RE5 certification advantageous.
• Minimum 2 years experience in financial services or sales.
• Valid driver’s licence and access to a vehicle.
• Clear ITC and criminal record.

Required skills

What we offer

• Industry‑leading training and development.
• Ongoing mentorship and business coaching.
• Marketing and client acquisition support.
• Professional indemnity cover.
• Access to exclusive advisory tools and technology.
• Performance incentives and recognition programmes.
• Opportunity to build a valuable, sustainable practice.