Client-Focused Financial Planner (Hybrid)

Placements24; Willows (CA); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Professional development support

Competitive compensation

Job summary

Placements24 in Welkom seeks a client-focused Financial Planner to join its advisory team. You will guide individuals and families in investments, retirement, estate planning, and insurance with personalized planning and a client-first approach.

You will build strong client relationships, stay current with market trends, and collaborate with a professional team in a hybrid work setting that blends office and remote work.

Qualifications

• Degree in Finance or Economics is required.
• CFP certification or similar is highly desirable.
• Proven experience as a Financial Planner or Investment Advisor.
• Strong knowledge of financial planning software and regulations.
• Excellent interpersonal and client relationship skills.
• Ability to work independently and manage a client portfolio.

Responsibilities

• Develop comprehensive financial plans tailored to client needs.
• Provide expert advice on investments, retirement planning, and insurance.
• Conduct regular client reviews and adjust plans as needed.
• Research and recommend suitable financial products.
• Stay updated on market trends and regulatory changes.
• Build and maintain a client base through networking in Welkom.

Skills

Client relations

Communication

Portfolio management

Independent work

Education

Bachelor's in Finance or Economics

CFP certification (desirable)

Tools

Financial planning software

Job description

Placements24 in Welkom seeks a client-focused Financial Planner to join its advisory team. You will guide individuals and families in investments, retirement, estate planning, and insurance with personalized planning and a client-first approach.

You will build strong client relationships, stay current with market trends, and collaborate with a professional team in a hybrid work setting that blends office and remote work.