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Financial Advisor

Port Elizabeth
Salary: R10 000.00 - R100 000.00 Per Month (Negotiable)
Job Type: Permanent
Sectors: Insurance Investment Finance
Benefits: Pension Bonus Training
Reference: 2296996

Apply before Aug 31 2025 | 10 Days left

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Vacancy Details

Employer: Envestpro

About us

Envestpro Gravitas is a trusted leader in delivering tailored financial solutions for individuals, families, and businesses. Our culture is rooted in a passion for helping clients navigate their financial journeys with confidence, providing them with expert guidance and a commitment to their financial well-being at every stage.

Key Responsibilities

Perform thorough financial evaluations to assess clients' current financial standing, including detailed analyses of assets, liabilities, income sources, expenses, and long-term goals.
Develop and implement customized, advanced financial strategies covering areas such as investment management, retirement planning, tax optimization, education funding, and estate planning.
Provide actionable, high-impact financial advice focused on capital growth, risk management, liquidity optimization, and sustainable wealth creation.
Stay ahead of economic shifts, market trends, and regulatory changes to ensure financial plans remain adaptable, up-to-date, and goal-oriented.
Build and maintain strong, long-term client relationships through strategic advice, consistent communication, and regular performance reviews.
Keep up-to-date expertise in financial markets, tax laws, regulatory standards, and emerging investment opportunities to offer forward-thinking, data-driven advice.
Work closely with internal specialists, including tax advisors, portfolio managers, and legal experts, to deliver fully integrated, value-driven financial solutions aligned with client objectives.

Candidate Requirements

What We’re Looking For

We’re seeking ambitious, results-driven individuals who are ready to take charge of their future and build their own financial advisory business. If your passionate about finance, eager to drive success and you have a passion for working with people, we want to hear from you.

Key Candidate Criteria:

An entrepreneurial mindset with a genuine interest in both business and personal finance
Strong interpersonal and communication skills, with the ability to establish lasting, meaningful client relationships
Self-starter, highly disciplined, and focused on achieving goals
A collaborative team player who thrives in a fast-paced, high-performance environment
Experience in financial services or sales is an advantage, but not required
A relevant degree in finance, business, economics, or a related field is a plus

Minimum Requirements:

Driver's License
Own Vehicle
2+ Years Working Experience (Any Industry)

We’re on the lookout for individuals who want more than just a job – those who are driven to make a real impact, value continuous professional growth and want to be part of a dynamic, supportive team. At Envestpro Gravitas, we don’t just talk about opportunity – we build it, live it and share it.

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About Envestpro

Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.

Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.

Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.

Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.

Looking for something more than just a job? Join our established team and experience a brighter life!