Elite Wealth Advisor | Craft Portfolios & Plans

Placements24

United States

Remote

USD 55,000 - 79,000

Full time

3 days ago

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Benefits offered by this job

Competitive base salary with bonus/COM

Comprehensive medical, dental, and视

Opportunities for professional growth

Cutting-edge financial tools

Job summary

Placements24 in Randburg is seeking an experienced Wealth Management Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients, building personalized strategies and long-term relationships.

You will analyze goals, risk tolerance, and time horizons, manage portfolios, and ensure regulatory compliance while collaborating with a team using advanced planning tools.

Qualifications

Minimum 5 years in wealth management or financial planning.
Proven track record managing client portfolios and relationships.
Strong knowledge of investment vehicles, markets, and economics.
Experience with financial planning software and CRM systems.

Responsibilities

Develop and execute tailored wealth management plans for affluent clients.
Advise on investments, retirement, and estate planning; manage portfolios.
Analyze client goals, risk tolerance, and time horizons.
Monitor portfolios and adjust strategies as needed.
Maintain proactive client communication and relationships.
Ensure compliance with regulatory standards and ethics.

Skills

Wealth management

Financial planning

Investment advisory

Client relationships

CRM systems

Financial software

Education

Bachelor's degree in Finance, Economics, Business

CFP

CFA

Tools

CRM systems

Financial planning software

Job description

You will analyze goals, risk tolerance, and time horizons, manage portfolios, and ensure regulatory compliance while collaborating with a team using advanced planning tools.

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