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Financial Planner / Wealth Strategist

Financial Planner / Wealth Strategist

EnvestproUmhlanga Rocks, KwaZulu-Natal, South Africa
30+ days ago
Job description

Financial Planner / Wealth Strategist

Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business

At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success.

We’re not just offering a job — we’re offering a platform where you can build your own financial advisory business, supported by a proven structure, elite mentorship, and a respected national brand.

This role is ideal for individuals with a business mindset, strong interpersonal skills, and a drive to grow something of their own. You’ll gain access to an industry-leading product suite, world-class training, and the freedom to operate your career like a business — with no earning ceiling.

What the Role Involves :

  • Engage with individuals, families, and entrepreneurs across KZN to understand their financial priorities.
  • Design and implement holistic financial plans covering investment, estate planning, retirement, risk management, and business protection.
  • Build and manage your own portfolio of clients, offering ongoing support and long-term relationship management.
  • Translate complex financial concepts into clear, strategic guidance that clients can act on with confidence.
  • Continuously expand your financial knowledge, staying ahead of market trends and legislative changes.

Who We’re Looking For :

  • Are entrepreneurial in mindset and confident in building their own client base.
  • Have strong communication skills and a natural ability to build trust.
  • Are coachable, disciplined, and motivated by long-term goals.
  • Want more than a job — they want to build a business, a legacy, and financial freedom.
  • Are ideally experienced in client-facing industries such as business development, real estate, insurance, banking, or consulting.
  • What You’ll Gain :

  • Uncapped Income Potential – Your earnings grow with your effort. Top performers consistently exceed traditional income benchmarks.
  • Scalable, Recurring Income – Build residual income through long-term client relationships and assets under management — creating a foundation for real financial independence.
  • Personal Generational Wealth – This is a career that allows you to secure your own legacy, building lasting wealth for yourself and your family.
  • Autonomy With Support – Enjoy the freedom of running your own practice, with structured support, mentorship, and access to Envestpro’s advisor ecosystem.
  • Holistic Financial Tools – Offer a comprehensive suite of solutions, including investments, retirement planning, estate planning, short-term insurance, and business continuity strategies.
  • Your Impact :

    At Envestpro KZN, our advisors are more than consultants — they are trusted partners in their clients’ lives.

    The value you deliver today can change the course of a family’s future. And while you're helping others build wealth, you're building your own — not just income, but equity, legacy, and independence.

    Ready to Start?

    If you’re ready to bet on yourself and build a career that reflects your ambition, we’d love to hear from you.

    Apply today or message us directly to start the conversation. Let’s talk about your future — and how we can help you build it.

    #J-18808-Ljbffr

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    Financial Planner • Umhlanga Rocks, KwaZulu-Natal, South Africa

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