Wealth Advisor

About the role

Pointbreak Wealth Management is looking for an experienced, client-focused Wealth Advisor to provide holistic financial planning and wealth management advice to affluent individuals, families and business owners. The advisor helps clients build, grow, protect and transfer wealth across investments, retirement planning, risk management, estate planning and wealth preservation, working independently and building long-term relationships.

Key responsibilities

• Develop and maintain trusted relationships with clients.
• Conduct comprehensive financial needs analyses and planning reviews, and prepare tailored financial plans.
• Advise on investment planning and wealth creation, retirement and income planning, wealth preservation, estate and fiduciary planning, and 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 high standards of professionalism, ethics, compliance and client care, and pursue continuous professional development.

Required profile

• NQF Level 7 qualification, or equivalent, in Finance, Commerce, Economics, Accounting, Law, Financial Planning or a related field.
• At least 5 years' experience in financial planning, wealth management, investments, insurance advisory, employee benefits or a related advisory environment.
• Proven experience providing holistic financial advice.

What we offer

• A collaborative and professional working environment.
• Exposure to a sophisticated and diverse client base.
• Ongoing learning and professional development opportunities.
• The chance to contribute to a growing, innovative wealth management business.

Applications are submitted through Workday, with a closing date of 20 November 2026.