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
Minimum 18 months’ experience in financial services (e.g., sales, client service, or advisory roles)
Regulatory Examination (RE5) completed or in progress if you've worked in the industry
Valid driver’s licence and reliable vehicle
Clear criminal and credit record
Excellent communication, planning, and analytical skills
Commission Based 100%
100% commission on sales
Persal and Private Market
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.
Start your journey with Legacy today.
