Financial Advisor - City of Cape Town
- Location
- Cape Town, Western Cape
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
In brief
**Overview** This role at Cornerstone Advisory Services, an affiliate of Liberty & Standard Bank Group, is for a Financial Advisor in the City of Cape Town. The company is moving away from traditional, admin-heavy advisory models to establish a modern, digitally-enabled practice, providing a high-tech ecosystem while emphasizing the human element. The position offers a 100% gross commission structure, bi-annual profit share, and a human-augmented tech stack including Salesforce CRM and paperless processes. Advisors receive full operational backing from dedicated Customer Relations Assistants for scheduling and administrative tasks, along with structured transition support, including funding and broker registration. The model emphasizes freedom, flexibility, remote-first work, and access to elite corporate perks after one year. **What you will do** The role focuses on building deep, long-term client relationships rather than solely pushing products. It involves leveraging modern digital tools and recurring wealth models to scale an individual practice, with the company handling administrative tasks and operational heavy lifting. **Requirements (from the original advert)** * South African ID. * Own car and valid driver’s license. * Reliable laptop and internet connection. * Matric certificate. * RE5 qualification if you’ve been in the industry for 2+ years. * Experience in sales is an added advantage. **Who should apply** The ideal candidate is an experienced, high-performing Financial Advisor who desires true autonomy backed by high-level support. They should be focused on cultivating deep, long-term client relationships over product sales and be ready to grow their practice using modern digital tools and recurring wealth models. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-advisor-city-of-cape-town-liberty-group-south-africa Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
- Salesforce
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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