Financial Planners

Build a Legacy That Matters – Join Legacy Wealth Management

Imagine a career where every conversation has the power to change lives.

At Legacy Wealth Management, we don’t just offer financial services—we guide people toward lasting financial freedom. As a trusted Financial Adviser, you’ll play a meaningful role in helping individuals and families reach their life goals through tailored advice, smart financial planning, and investment strategies.

This is a purpose-driven profession where you have the opportunity to build your own wealth, form long-term partnerships with clients, and grow within a well-established and respected financial services company.

What You’ll Do

Build and maintain long-term client relationships through prospecting, networking, and referrals

Conduct in-depth financial needs analysis and offer personalised financial solutions

Deliver impactful advice using our proven financial planning processes

Remain informed on economic, political, and regulatory developments to offer forward-thinking guidance

Ensure compliance with industry regulations and company standards

Maintain up-to-date CPD (Continuous Professional Development) points and FAIS compliance

What You’ll Need:

Matric / Grade 12

Eperience in sales

Regulatory Examination (RE5) completed or in progress in already in the field, otherwise not needed

Valid driver’s licence and reliable vehicle

Clear criminal and credit record

Excellent communication, planning, and analytical skills

A genuine passion for helping others and the confidence to lead financial conversations

At Legacy Wealth Management, we don’t just manage money—we help people build futures.

If you're ready to take control of your own success while making a meaningful difference, this is your opportunity.

In partnership with Surexinsurance

Start your journey with Legacy today.

Industries:Financial Services, Sales

Function: Sales