Hybrid Wealth Planner: Remote Client Strategy and Growth

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

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.