Wealth Advisor

About the role

To provide personalised risk and investment advice to clients, ensuring full compliance with FIA & FIMA regulations and consistently applying the Pointbreak Advisory Framework.

Hello Future Wealth Advisor

Shape Wealth. Build Relationships. Create Lasting Impact.

At Pointbreak Wealth Management, we believe exceptional people create exceptional outcomes. We challenge convention, embrace innovation, and empower our people to build meaningful careers while making a lasting difference in the lives of our clients.

We are looking for an experienced and client-focused Wealth Advisor to join our team. If you are passionate about helping clients achieve financial success, building trusted long-term relationships, and delivering holistic financial planning solutions, we would like to hear from you.

The Opportunity

As a Wealth Advisor, you will provide holistic financial planning and wealth management advice to affluent individuals, families, and business owners.

You will help clients build, grow, protect, and transfer wealth through comprehensive advice covering investments, retirement planning, risk management, estate planning, and wealth preservation.

This role is ideal for an experienced professional who can work independently, deliver technically sound advice, and build long-term client relationships.

Are you someone who can

• Develop and maintain trusted relationships with clients.
• Conduct comprehensive financial needs analyses and financial planning reviews.
• Prepare and implement tailored financial plans aligned to clients' goals.
• Provide advice on;
• Investment planning and Wealth creation,
• Retirement and Income planning,
• Wealth preservation strategies,
• Estate and Fiduciary planning,
• Risk protection and Insurance solutions.
• Review and update client strategies as circumstances change.
• Generate new business through referrals, networking, and professional partnerships.
• Collaborate with colleagues and specialists to deliver integrated client solutions.
• Maintain the highest standards of professionalism, ethics, compliance, and client care.
• Continuous Professional Development.

You will be an ideal candidate if you have

• NQF Level 7 qualification, or equivalent qualification in Finance, Commerce, Economics, Accounting, Law, Financial Planning, or a related field.
• Minimum 5 years' experience in Financial Planning, Wealth management, Investments, Insurance advisory services, Employee benefits, or a related advisory environment.
• Proven experience providing holistic financial advice.

What you can expect from us

• A collaborative and professional working environment.
• Exposure to a sophisticated and diverse client base.
• Ongoing learning and professional development opportunities.
• The opportunity to contribute to a growing and innovative wealth management business.
• A culture built on integrity, accountability, excellence, and continuous improvement.

We can be a match if you are

• Always doing the right thing - Fight for ethical conduct and transparency, both inside and outside
• Curious - Believe in insight, creativity, and its power to unlock value
• Deeply Invested - Take initiative and be a leader in your own right
• Valuing differences - Be inclusive, gracious, decent, and humble
• Building Trust not Territory - Create a culture of sharing
• Courageous - We've built a culture of bravery as every opinion is considered

Additional information

If you are passionate about helping clients achieve financial wellbeing and have the technical expertise to provide holistic financial advice, we invite you to apply and become part of the Pointbreak Wealth Management team.

Pointbreak Wealth Management (Pty) Ltd is committed to attracting and developing exceptional professionals who share our passion for helping clients achieve lasting financial success.

• Apply today through Workday (myworkdayjobs.com)
• Closing Date: 20 November 2026
• Employment Equity
• #Post
• #PBWM
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• Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/11/26

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.