Financial Advisor

Entrepreneur | Business Executive | Leadership & Strategy Enthusiast | Signal vs Noise Thinker

Envestpro, established in

• , is a leading financial advisory intermediary business committed to empowering advisors and serving clients across South Africa.

With over financial advisors and 38, clients, Envestpro manages more than 12 billion rands in assets through offices in key locations such as Johannesburg, Pretoria, Durban, Gqeberha (PE), Cape Town, and other regions.

The company delivers comprehensive financial services, ensuring all client needs are met under one roof, supported by industry-leading training and a dedicated support team.

Envestpro has earned numerous accolades, including Liberty Group's NDP and Regional Awards, for its commitment to excellence and innovative solutions.

As an affiliate of Liberty, Envestpro is part of the Standard Bank Group, offering proven methodologies to help clients create and grow wealth.

Role Description

This is a full-time, on-site role for a Financial Advisor based in Fourways.

The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including assessing financial goals, developing tailored strategies for investments and retirement, and guiding clients to achieve financial security.

Meet with clients to discuss their financial objectives

Analyze financial portfolios and recommend investment products

Provide retirement-planning solutions and ongoing advice

Maintain compliance with all financial regulations and internal policies

Build strong client relationships and stay updated on market trends to offer relevant and informed advice

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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