Financial Planner

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

About the Role

Our client is seeking a client-focused and knowledgeable Financial Planner to join their advisory team in Welkom. This role is dedicated to helping individuals and families achieve their long-term financial goals through personalized planning and investment strategies. You will build strong client relationships, understand their unique circumstances, and provide expert advice on investments, retirement planning, insurance, and estate planning. The successful candidate will be instrumental in guiding clients towards financial security and growth, working within a supportive and professional team environment. This is an excellent opportunity for a planner committed to ethical practice and client success.

Key Responsibilities

• Develop comprehensive financial plans tailored to individual client needs and objectives.
• Provide expert advice on investment strategies , retirement planning, insurance, and tax-efficient wealth accumulation.
• Conduct regular reviews with clients to monitor progress towards their financial goals and adjust plans as needed.
• Research and recommend suitable financial products and services based on client profiles.
• Stay current with market trends, financial regulations, and economic developments.
• Build and maintain a strong client base through networking and referrals in the Welkom area.

Requirements

• Relevant degree in Finance, Economics, or a related discipline.
• Professional certification such as CFP (Certified Financial Planner) or similar is highly desirable.
• Proven experience as a Financial Planner or Investment Advisor.
• Strong knowledge of financial planning software, investment products, and regulatory frameworks.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to work independently and manage a client portfolio effectively.

Benefits

• Competitive base salary plus commission and performance-based incentives.
• Health and wellness programs.
• Support for obtaining and maintaining professional certifications.
• Hybrid work arrangement offering a blend of office and remote flexibility.
• A client-centric culture that values ethical advice and long-term relationships.