Investment Planning Advisor: Wealth Creation & Client Growth

Placements24; Riverton (UT); On-site; USD 27,000 - 39,000; Full time

Benefits offered by this job

Competitive salary

Commission & bonuses

Medical aid

Retirement fund

Job summary

Placements24 is seeking a dedicated Financial Advisor specializing in Investment Planning to join our client in Upington, Northern Cape. You will guide clients toward their financial goals with tailored investment strategies, product recommendations, and ongoing wealth planning.

You will educate clients on market trends, maintain strong relationships, and ensure compliant, ethical advice while delivering proactive service and growth opportunities in the Northern Cape community.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or RE5 certification is advantageous.
• Minimum 2 years advisory experience in financial services.
• Knowledge of investment products and financial planning strategies.
• Experience with CRM and planning software.
• Strong communication and presentation skills.
• Understanding of South African financial regulations.

Responsibilities

• Conduct client assessments of financial situations, goals, and risk tolerance.
• Develop comprehensive financial plans and investment strategies.
• Recommend investment products (equities, fixed income, funds).
• Educate clients on market dynamics and risk management.
• Monitor portfolios and provide regular reviews.
• Maintain long-term client relationships with proactive service.
• Ensure advice complies with regulations and ethics.
• Stay updated on market trends and new products.
• Generate new business through referrals and networking.
• Process investment transactions and maintain records.

Skills

Client communication

Investment knowledge

Regulatory knowledge

Ethical conduct

Portfolio monitoring

Relationship building

Education

Bachelor's degree in Finance, Economics, Business, or related field

CFP

RE5

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a dedicated Financial Advisor specializing in Investment Planning to join our client in Upington, Northern Cape. You will guide clients toward their financial goals with tailored investment strategies, product recommendations, and ongoing wealth planning.

You will educate clients on market trends, maintain strong relationships, and ensure compliant, ethical advice while delivering proactive service and growth opportunities in the Northern Cape community.