Senior Financial Advisor - Wealth Management

Placements24; Kimberley; Hybrid; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Medical benefits

Retirement benefits

Generous leave

Professional development

Hybrid work

Office in Kimberley

Job summary

Placements24 is seeking a Senior Financial Advisor for a prestigious wealth management firm in Kimberley. The hybrid role blends essential client interaction with remote work capabilities to serve a growing client base across the region.

You will develop personalized financial plans, covering investments, retirement, estate planning, and risk management, while maintaining strong client relationships and adhering to regulatory standards.

Qualifications

• 5+ years of experience as a Financial Advisor, with wealth management experience.
• CFP/CFA certifications preferred.
• Strong knowledge of investment strategies, retirement planning, estate planning, and risk management.
• Excellent communication and presentation skills; strong sales and client relationship abilities.
• Ability to work independently and manage a high-net-worth client portfolio in a hybrid setting.

Responsibilities

• Develop comprehensive financial plans for clients, including investments, retirement, and estate planning.
• Analyze clients' financial situations, including income, assets, and liabilities.
• Recommend investment products and strategies aligned with client objectives and risk tolerance.
• Monitor portfolios and adjust strategies based on market conditions and client needs.
• Provide expert advice on tax planning, insurance, and philanthropic giving.
• Build and maintain long-term relationships with high-net-worth clients.
• Stay updated on market trends, regulatory changes, and financial planning developments.
• Ensure compliance with regulations and company policies.
• Collaborate with attorneys and accountants to offer holistic solutions.
• Expand client base through referrals and networking.

Skills

Client relationship management

Financial planning

Communication skills

Presentation skills

Problem solving

Education

Bachelor's degree in Finance/Economics/Business

Job description

About the Role

Our client, a prestigious wealth management firm with a presence in Kimberley , is seeking an accomplished Senior Financial Advisor. This hybrid role combines the essential personal interaction required for client trust with the flexibility of remote work capabilities, enabling you to serve a growing clientele across the Northern Cape . You will be responsible for developing and implementing personalized financial plans for high-net-worth individuals and families, encompassing investment strategies, retirement planning, estate planning, and risk management. The ideal candidate possesses extensive knowledge of financial markets, a strong track record in client relationship management, and the ability to provide expert financial advice. You will play a vital role in guiding clients towards achieving their long-term financial goals, fostering lasting relationships built on trust and expertise.

Key Responsibilities

• Develop comprehensive, customized financial plans for clients, including investment, retirement, and estate planning strategies.
• Analyze clients' financial situations, including income, expenses, assets, and liabilities.
• Recommend suitable investment products and strategies aligned with client objectives and risk tolerance.
• Monitor client portfolios and make adjustments as necessary based on market conditions and client needs.
• Provide expert advice on a range of financial topics, including tax planning, insurance, and philanthropic giving.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Stay current with market trends, economic developments, and regulatory changes affecting financial planning.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other professionals (e.g., attorneys, accountants) to provide holistic client solutions.
• Continuously seek opportunities to expand client base through referrals and networking.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA) are highly preferred.
• Minimum of 5 years of experience as a Financial Advisor, with a proven track record in wealth management.
• In-depth knowledge of investment strategies, financial markets, and financial planning tools.
• Excellent understanding of retirement planning, estate planning, and risk management principles.
• Strong sales, client relationship management, and interpersonal skills.
• Exceptional analytical and problem-solving abilities.
• Excellent communication and presentation skills.
• Ability to work independently and manage a client portfolio effectively in a hybrid setting.
• High level of integrity, professionalism, and ethical conduct.
• Adaptability to evolving market conditions and client needs.

Benefits

• Highly competitive commission structure and potential for bonuses.
• Comprehensive medical and retirement benefits.
• Generous annual leave policy.
• Opportunities for professional development and advanced certifications.
• Access to a broad range of financial products and services.
• Supportive team environment and mentorship.
• Flexible hybrid work arrangements.
• Professional office setting in Kimberley .
• Opportunity to build a significant client book.
• Company-sponsored events and networking opportunities.