Momentum | Financial Advisor (Graduate Programme) _Cape Town

Momentum Metropolitan · Bellville, Western Cape

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Introduction

If you want to enter the Wealth Management Industry , then a Momentum Financial Advisor Graduate Programme  career opportunity is probably one of the best things that you can do.

Enjoy the privilege of working with top class Management and support professionals within the field.

Do you have a sound track record of sales success and experience in networking, identifying potential clients and closing business – then we would like YOU to join our TEAM .

Duties & Responsibilities

What does a Financial Advisor do

·        A Momentum Financial Advisor, is a trained professional

They are there to help their clients plan for the future , by developing financial strategies that create wealth and reduce debt

By taking the time to truly understand the wants, needs and dreams of a client – becoming a lifelong partner who helps their clients live their best lives.

  • Builds a professional practice under the Momentum Financial   Planning brand
  • Conduct a detailed care plan
  • Provides professional advice
  • Provides solutions for clients
  • Builds long-term relationships

Desired Experience & Qualification

Minimum requirements

  • Grade 12
  • An FSCA-approved qualification or Degreed Indivudual
  • RE5 advantageous
  • Clear ITC and criminal record
  • Minimum 2 years’ experience within sales and/or financial services
  • Valid driver’s license and reliable vehicle
  • Strong communication and interpersonal skills
  • Established network to derive business from

Package & Remuneration

R 8 000.00 per month over a 12 month period

Increases quarterly dependent on meeting activity/development targets

The benefits of choosing Momentum

  • Uncapped earning potential with competitive commissions and incentives and a stipend
  • Access to an established, trusted financial services brand
  • Professional support, mentorship , and advisory development
  • Cutting-edge financial planning technology and tools
  • Marketing and operational support to help grow your client base
  • Recognition and rewards for top achievers
  • Collaborative environment with specialist support across multiple solutions
  • Long-term career growth and succession planning opportunities

Interested?

Is This Opportunity for You?

If you are self-motivated, relationship-focused, driven by achievement, and excited by the opportunity to earn an exceptional income while making a meaningful difference in people's lives, we invite you to apply.

Take the next step in your career and become part of the Momentum Financial Planning team. Your future starts here.

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