Financial Planner - Wealth Management - Hybrid

Placements24; Riverton (UT); Hybrid; USD 29,000 - 44,000; Full time

Benefits offered by this job

Bonuses & commissions

Medical aid

Retirement plan

Professional development

Hybrid work model

Job summary

Unknown Wealth Management Firm in Upington, ZA is seeking a client-focused Financial Planner to develop personalized financial strategies for individuals and families, focusing on retirement, investments, and estate planning. The hybrid role allows remote client consultations and in-office collaboration.

The ideal candidate has a degree in finance-related field, CFP preferred, and 3–5 years of planning experience with strong knowledge of investments and tax strategies.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP designation is highly preferred.
• 3–5 years of experience in financial planning or wealth management.
• Proven experience in developing and presenting comprehensive financial plans.
• Strong knowledge of investment principles, retirement planning, insurance, and tax strategies.

Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their current financial situation, goals, and risk tolerance.
• Develop customized financial plans covering investments, retirement, insurance, education funding, and estate planning.
• Recommend and implement suitable investment strategies and products tailored to client objectives.
• Provide ongoing advice and support to clients, monitoring their financial plans and making adjustments as needed.
• Build and maintain strong, long-term client relationships through regular communication and exceptional service.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure compliance with all industry regulations, company policies, and ethical standards.
• Collaborate with internal specialists to provide holistic client solutions.
• Prospect for new clients and grow the client base through networking and referrals.
• Maintain accurate client records and manage the financial planning process efficiently.

Skills

Communication

Client service

Relationship building

Sales orientation

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a reputable wealth management firm, is seeking a dedicated and client-centric Financial Planner to join their expanding team in Upington, Northern Cape, ZA . This hybrid role involves developing personalized financial strategies for individuals and families to help them achieve their long-term financial goals, including retirement planning, investment management, and estate planning. You will leverage your expertise in the Banking & Finance sector to build strong client relationships, provide expert advice, and guide clients through complex financial decisions. The role offers a flexible hybrid model, allowing for remote client consultations and planning, alongside in-office collaboration and client meetings within the Upington branch. This is an excellent opportunity for a motivated professional to build a successful career in wealth management.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their current financial situation, goals, and risk tolerance.
• Develop customized financial plans covering investments, retirement, insurance, education funding, and estate planning.
• Recommend and implement suitable investment strategies and products tailored to client objectives.
• Provide ongoing advice and support to clients, monitoring their financial plans and making adjustments as needed.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure compliance with all industry regulations, company policies, and ethical standards.
• Collaborate with internal specialists (e.g., investment managers, tax advisors) to provide holistic client solutions.
• Prospect for new clients and grow the client base through networking and referrals.
• Maintain accurate client records and manage the financial planning process efficiently.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A recognized financial planning designation (e.g., CFP) is highly preferred.
• Minimum of 3-5 years of experience in financial planning, investment advisory, or wealth management.
• Proven experience in developing and presenting comprehensive financial plans.
• Strong knowledge of investment principles, retirement planning, insurance, and tax strategies.
• Excellent communication, interpersonal, and client service skills.
• Ability to build trust and rapport with clients from diverse backgrounds.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to acting in the client's best interest.
• Ability to work effectively in a hybrid capacity, managing remote client interactions and in-office responsibilities in Upington, Northern Cape, ZA .
• Sales-oriented with a passion for helping clients achieve financial success.

Benefits

Our client offers a competitive base salary plus performance-based bonuses and commissions, reflecting your contribution to client success. Comprehensive benefits include medical aid, a retirement savings plan, and support for professional development and certifications. The hybrid work model provides flexibility for work-life balance and efficient client management. You will join a collaborative and supportive team environment with opportunities for career advancement within the firm. Access to robust research and analytical tools is provided to enhance client service delivery.