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Wealth Strategist / Financial Planner

  • Umhlanga
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Sales Finance Consulting
  • Reference: 2316954

Apply before Dec 23 2025 | 16 Days left

Apply

Vacancy Details

Employer: Envestpro

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.


Candidate Requirements

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.


Apply

5 people have applied for this job. 456 people have viewed this job.

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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!

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About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

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