{"id":3840007,"url":"https://alion.io/job/firstrand-wealth-advisor","title":"Wealth Advisor","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":5,"ghost_share":0,"stale_share":0,"repost_share":0.2,"time_to_fill_p50_days":11,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Windhoek, Namibia"],"countries":["NA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-11-05T22:20:38Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-07T05:17:39Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Job Description\nTo 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\nShape Wealth. Build Relationships. Create Lasting Impact.\nAt 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.\nWe 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.\nThe Opportunity\nAs a Wealth Advisor, you will provide holistic financial planning and wealth management advice to affluent individuals, families, and business owners.\nYou will help clients build, grow, protect, and transfer wealth through comprehensive advice covering investments, retirement planning, risk management, estate planning, and wealth preservation.\nThis role is ideal for an experienced professional who can work independently, deliver technically sound advice, and build long-term client relationships.\nAre you someone who can:\nDevelop and maintain trusted relationships with clients.\nConduct comprehensive financial needs analyses and financial planning reviews.\nPrepare and implement tailored financial plans aligned to clients' goals.\nProvide advice on;\nInvestment planning and Wealth creation,\nRetirement and Income planning,\nWealth preservation strategies,\nEstate and Fiduciary planning,\nRisk protection and Insurance solutions.\nReview and update client strategies as circumstances change.\nGenerate new business through referrals, networking, and professional partnerships.\nCollaborate with colleagues and specialists to deliver integrated client solutions.\nMaintain the highest standards of professionalism, ethics, compliance, and client care.\nContinuous Professional Development.\nYou will be an ideal candidate if you have:\nNQF Level 7 qualification, or equivalent qualification in Finance, Commerce, Economics, Accounting, Law, Financial Planning, or a related field.\nMinimum 5 years' experience in Financial Planning, Wealth management, Investments, Insurance advisory services, Employee benefits, or a related advisory environment.\nProven experience providing holistic financial advice.\nWhat you can expect from us:\nA collaborative and professional working environment.\nExposure to a sophisticated and diverse client base.\nOngoing learning and professional development opportunities.\nThe opportunity to contribute to a growing and innovative wealth management business.\nA culture built on integrity, accountability, excellence, and continuous improvement.\nWe can be a match if you are:\nAlways doing the right thing - Fight for ethical conduct and transparency, both inside and outside\nCurious - Believe in insight, creativity, and its power to unlock value\nDeeply Invested - Take initiative and be a leader in your own right\nValuing differences - Be inclusive, gracious, decent, and humble\nBuilding Trust not Territory - Create a culture of sharing\nCourageous - We’ve built a culture of bravery as every opinion is considered\nIf 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.\nPointbreak Wealth Management (Pty) Ltd is committed to attracting and developing exceptional professionals who share our passion for helping clients achieve lasting financial success.\nApply today through Workday (myworkdayjobs.com)\n\nClosing Date:20 November 2026\nEmployment Equity\nAll appointments will be made in accordance with FirstRand Namibia's Employment Equity Plan. FirstRand Namibia actively supports the recruitment, development, and advancement of people with disabilities. Candidates are encouraged to voluntarily disclose a disability should they require reasonable accommodation during the recruitment process.\n#Post\n#PBWM\n#FNB\n#LI-LA2\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n20/11/26All 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. 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