Remote Wealth Advisor - Build Wealth & Plan for Life

Placements24; Willows (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Remote work

Health insurance

Retirement contributions

Professional development

Financial planning tools

Client base growth

Job summary

Placements24 is seeking a seasoned Wealth Management Advisor for a fully remote role focused on servicing clients in Welkom and surrounding areas. You will design personalized investment strategies, retirement planning, and risk-managed portfolios for individuals and families.

This remote-first position requires at least 4 years of experience, a finance degree, and relevant certifications. You will use CRM and planning tools to manage relationships, monitor performance, and pursue new business

Qualifications

• Bachelor’s degree in finance, economics, or business administration.
• CFP/CFA certifications are highly desirable.
• Minimum of 4 years in financial planning or wealth management.
• Proven ability to grow assets under management and manage client relationships.

Responsibilities

• Develop and implement tailored financial plans (investment, retirement, estate).
• Conduct needs analysis, assess objectives and risk tolerance.
• Provide advice on investments, insurance and financial products.
• Manage client portfolios, monitor performance and adjust as needed.
• Maintain long-term relationships via regular, personalized communication.
• Stay informed on markets, regulation, and industry trends.
• Identify new business opportunities and expand client base.
• Ensure compliance with regulations and firm policies.
• Collaborate with internal specialists to deliver holistic solutions.
• Utilize CRM and planning software to track client progress.

Skills

Client relationship management

Investment knowledge

Remote work capability

Communication skills

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP / CFA certifications desirable

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a seasoned Wealth Management Advisor for a fully remote role focused on servicing clients in Welkom and surrounding areas. You will design personalized investment strategies, retirement planning, and risk-managed portfolios for individuals and families.

This remote-first position requires at least 4 years of experience, a finance degree, and relevant certifications. You will use CRM and planning tools to manage relationships, monitor performance, and pursue new business