Financial Adviser at Dynasty FAS

About the position

As a Financial Adviser at Dynasty, you'll:

• Own and grow your client portfolio - delivering tailored financial advice across investments, retirement, estate planning, insurance, and cash flow management
• Prospect and network, turning introductions into long-term relationships and expanding your presence and personal brand
• Apply entrepreneurial flair, running your own book while collaborating closely with our leadership to share best practice
• Mentor and be mentored, leading by example and contributing to a culture of continuous learning

What We're Looking For

• A self-starter with a natural go-getter mindset. Proactive, driven, and eager to build your own success
• Solid foundational knowledge of financial planning: needs analysis, risk profiling, goal-setting, plan design & implementation
• Experience in client acquisition and retention, with strong communication, relationship-building, and presentation skills
• Confident in using financial tools and software, keeping pace with market trends and regulatory change
• A completed or in-progress CFP® designation is advantageous - or a related financial-services qualification.

What You'll Receive

• A book of clients ready for immediate care and development
• A competitive commission structure + mentoring support aimed at fast-tracking your growth
• Access to Dynasty's in-house training, cutting-edge tools, and national peer network
• A positive, high-integrity culture where ambition is nurtured, not capped

If you're a driven adviser who thrives in a collaborative, yet entrepreneurial environment and you're passionate about delivering real value to clients Dynasty wants to meet you.

Desired Skills:

• Client relationship management
• prospecting
• networking
• financial analysis
• risk assessment
• investment planning
• retirement planning
• estate planning
• tax planning
• insurance structuring
• attention to detail
• communication skills
• emotional intelligence
• problem-solving
• sales acumen
• goal-setting
• time management
• CRM proficiency
• presentation skills
• adaptability
• ethical decision-making
• financial literacy coaching
• team collaboration
• business development
• proactive mindset
• resilience.

Desired Work Experience:

• 1 to 2 years Financial Services Consulting

Desired Qualification Level:

• Grade 12 / Matric

About The Employer:

Dynasty is a dynamic, growth-orientated financial planning firm, for our clients and our people. We blend entrepreneurial spirit with rigorous professionalism, creating a positive environment where ambitious individuals can thrive.

As we expand our national footprint, we're deeply committed to mentorship, pairing experienced planners with emerging talent to deliver genuine, value-driven advice and individual success.