Senior Wealth Advisor
mariner-careers
FullTime💰 USD 150K–200K/yr
Senior Wealth Advisor
Arvo· ARVO Client
About this role
SENIOR WEALTH ADVISOR
KwaZulu-Natal · Relocation Considered || 📍 Location: Durban / Umhlanga / Ballito || 🕐 Type: Permanent, Full-Time
🎓 Experience
Senior - 8+ Years
ABOUT THE FIRM
The hiring firm is an award-winning, independently owned South African wealth advisory business with more than two decades in operation. Fiercely independent of any product provider, it operates an advice-led philosophy with particular depth in the high-net-worth market - and has built a reputation as a trusted succession home for retiring advisors.
THE OPPORTUNITY
The firm is expanding into KwaZulu-Natal and needs a Senior Wealth Advisor to anchor the region.
On appointment, the successful candidate will be seeded a substantial client book transferred from retiring advisors - long-standing relationships built on trust and accustomed to a high standard of care. Further books are expected to follow as the practice grows.
The role carries meaningful participation in regional growth upside, with the package structured so that earning potential sits largely in the advisor's own hands.
For the principal of an established KZN advisory practice - a merger is also on the table.
WHAT YOU'LL BE SUPPORTED BY
• Full paraplanning function
• Fiduciary and trust specialists
• Leading technology and AI tools built for wealth advisory
• Comprehensive compliance support
• Strong operations and practice management infrastructure
WHAT WE'RE LOOKING FOR
• CFP® designation - preferred
• 8+ years as a senior wealth advisor with an established client track record
• Breadth across investments, retirement, risk, estate planning, and offshore
• Leadership capability - comfortable anchoring and building a regional office
• An advice-led philosophy grounded in genuine client care
• Conviction in the value of true independence
• KZN-based, or open to relocating from Johannesburg or Cape Town
THE LOCATION
Durban, Umhlanga, and Ballito are all viable base locations. For advisors considering relocation, the Natal North Coast offers excellent schools, lifestyle estates, and coastal living - within easy reach of Durban's professional market. For the right person, this is not a compromise.
REMUNERATION
Highly market-competitive and structured around the advisor's own performance and regional growth. Details discussed directly with shortlisted candidates.
This is a confidential search conducted through ARVO. Applications are managed via Workable.
The name of the firm will be disclosed to suitably qualified candidates at the appropriate stage of the process.
Frequently Asked Questions
Is the salary disclosed for the Senior Wealth Advisor position at Arvo?
The salary for this Senior Wealth Advisor role at Arvo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Wealth Advisor position at Arvo located?
This Senior Wealth Advisor role at Arvo is based in Ballito, KwaZulu-Natal, South Africa. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Wealth Advisor role at Arvo full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Wealth Advisor role in the ARVO Client department at Arvo.
Which team or department does the Senior Wealth Advisor at Arvo belong to?
This Senior Wealth Advisor position is part of the ARVO Client department at Arvo. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Wealth Advisor position at Arvo?
Click the "Apply Now" button on this page. You will be redirected to Arvo's official application portal hosted on workable where you can submit your application directly.
When was the Senior Wealth Advisor job at Arvo posted?
This Senior Wealth Advisor position at Arvo was posted on May 12, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Wealth Advisor
Arvo
You'll be redirected to Arvo's official application page on workable.