About Envestpro

Envestpro is a trusted leader in the financial services industry, dedicated to empowering individuals, families, and businesses to achieve long-term financial security and success. Since opening our first office in Midrand, we have grown into one of the most respected franchises within the Liberty Group, with a strong footprint across South Africa, including Pretoria, Fourways, Cape Town, Umhlanga, and Gqeberha.

Our story is one of vision, resilience, and community. Like the elephant that inspires our brand identity, we embody wisdom, strength, and loyalty—values that shape how we serve our clients and develop our people. We don’t just provide financial advice; we change lives through meaningful relationships, innovative strategies, and sustainable financial planning. Beyond business, we also give back through the Changing Lives Foundation, an initiative focused on uplifting communities through education, empowerment, and opportunity.

Why Join Envestpro?

Unlike traditional financial services firms, we believe that being a successful Financial Advisor is less about prior experience and more about the right mindset and characteristics. We welcome ambitious individuals who may be new to the financial advisory field, because we provide the extensive training, mentorship, and world-class infrastructure needed to help you build a thriving practice of your own.

At Envestpro, you can expect:

• Comprehensive training programs that equip you with industry knowledge, financial planning tools, and client engagement skills

• Mentorship from experienced leaders, guiding you every step of the way

• State-of-the-art infrastructure and support systems to help you build and grow your practice

• Uncapped earning potential with the ability to create your own legacy business

• A dynamic and supportive team culture focused on growth, collaboration, and recognition

• The opportunity to contribute to changing lives, both for your clients and within the community

This is not just a career—it’s a chance to be your own boss, backed by a trusted brand, while making a tangible impact on people’s financial futures.

Key Responsibilities

As a Financial Advisor at Envestpro, you will:

• Conduct comprehensive financial assessments, analyzing client assets, liabilities, income, expenses, and long-term goals

• Develop and implement tailored financial strategies covering investments, retirement planning, risk management, estate planning, and education funding

• Deliver impactful financial recommendations focused on wealth creation, risk mitigation, and sustainable financial well-being

• Stay ahead of market trends, economic shifts, and regulatory updates to ensure client strategies remain agile and effective

• Build and maintain long-term, trust-based client relationships through ongoing consultation and value-driven communication

• Collaborate with internal specialists—such as portfolio managers, tax experts, and legal advisors—to provide integrated financial solutions

• Engage in regular training and professional development to continually refine your skills