Financial Advisor
Oasis CrescentWes-Kaap, South Africa2 days ago
Job descriptionBachelor’s degree in Finance, Accounting, or Tax. Class of Business (including Pension Fund Benefits & Investments) essential. CFP® or Diploma in Financial Planning (advantageous). 2+ years experience in wealth management or financial advisory. Deep knowledge of Collective Investment Schemes, Retirement Funds, and Wealth Solutions. Strong communication, presentation, and relationship‑building skills. A client‑first mindset, professional presence, and willingness to travel nationally. Valid driver’s license. A performance‑driven culture with clear growth pathways. Continuous learning and professional development. A chance to make a tangible difference in clients’ lives.
Shape Financial Futures with Oasis Group
At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We’re seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.
If you’re a results‑driven professional who thrives on helping clients reach their goals, we want to meet you.
What You’ll Do
- Grow new business and expand assets under management through effective lead generation and client engagement.
- Deliver professional financial advice across investments, retirement, tax planning, and estate management.
- Build and maintain trusted, long‑term relationships with clients across multiple regions.
- Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
- Collaborate with executives and marketing teams to plan events and support client outreach initiatives.
What You’ll Bring
Why Oasis Group?
Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer :
Seniority level : Associate
Employment type : Full‑time
Job function : Finance, Sales, and Consulting
#J-18808-Ljbffr
Create a job alert for this search
Financial Advisor • Wes-Kaap, South Africa
Related jobs
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) VREDENBURG (WEST COAST) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa Sales (Salaried Financial Advisor) - Vredenburg (West Coast).The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.
An accredited financial advis...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) MITCHELLS PLAIN R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of those custom...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) MOSSELBAY R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of customers who are entrus...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) KENILWORTH R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of customers who are entrus...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) PAROW (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of customers who are entrus...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) CAPE TOWN CBD (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of those custom...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
Onboarded SolutionsWes-Kaap, South Africa Co-Founder & Recruitment Specialist | IT, Renewable Energy, Manufacturing, Marketing, Sales, HR, Logistics |.Are you ready to take your financial advisory career to the next level? We’re looking fo...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
AdvisekWes-Kaap, South Africa Are you passionate about empowering individuals and families to achieve their financial dreams? Do you value collaboration, innovation, and making a genuine impact on your clients' lives? If so, th...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) Caledon, Hermanus, Riviersonderend, Bredsasdorp 7000- 10 000
Old Mutual MFCWes-Kaap, South Africa Sales (Salaried Financial Advisor).Location : Caledon, Hermanus, Riviersonderend, Bredasdorp.The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approac...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) CALEDON / HERMANUS R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of customers who entrust th...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) PAROW (Copy) (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of those custom...Show moreLast updated: 30+ days ago
- Promoted
Aspiring Financial Adviser
Old MutualWes-Kaap, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Aspires to be a Financial Adviser.We are looking for self-motivate...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) CALEDON / HERMANUS (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa Job Title : Salaried Financial Advisor.The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.
An accredited financial advisor commands the respect...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) VREDENBURG (WEST COAST) (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa Job Title : Salaried Financial Advisor.Location : Vredenburg (West Coast).The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.An accredited fina...Show moreLast updated: 30+ days ago
- Promoted
Advancing Financial Adviser
Old MutualWes-Kaap, South Africa Let's Write Africa's Story Together!.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser.
A minimum of Long-term Insurance Class of Business c...Show moreLast updated: 30+ days ago
- Promoted
Commissioned Financial Adviser
Old MutualWes-Kaap, South Africa Let\'s Write Africa\'s Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
We are looking for self-motivated and dynamic individuals who ha...Show moreLast updated: 30+ days ago
- Promoted
SALES (SALARIED FINANCIAL ADVISOR) MOSSELBAY (Copy) R 7 000- R 10 000
Old Mutual MFCWes-Kaap, South Africa The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach.An accredited financial advisor commands the respect and trust of those custom...Show moreLast updated: 30+ days ago
- Promoted
Banking Advisor Wealth
FNB South AfricaWes-Kaap, South Africa Welcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our Private Wea...Show moreLast updated: 30+ days ago