Remote Wealth Advisor for Welkom: Personal Finance Growth

Placements24; United States; À distance; USD 90 000 - 160 000; Plein temps

Avantages offerts par ce poste

Uncapped commission

Remote work flexibility

Health insurance

Retirement contributions

Professional development

Advanced planning tools

Remote client base growth

Reputable firm

Résumé du poste

Placements24 is seeking a Wealth Management Advisor to serve clients remotely with a focus on Welkom, Free State. You will deliver tailored financial planning, investment guidance, and holistic solutions to individuals and families.

In this remote-first role, you’ll leverage modern planning tools, maintain strong client relationships, and work with internal specialists to meet financial goals while ensuring regulatory compliance and exemplary service.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 4+ years in financial planning, investment advisory or wealth management.
• CFP/CFA certifications desirable.
• Strong knowledge of investment strategies and markets.
• Experience with CRM and financial planning software.
• Ability to work independently in a remote setting.
• Proven track record managing client relationships and assets.

Responsabilités

• Develop tailored financial plans for clients, including investments and retirement planning.
• Conduct needs analysis to understand objectives and risk tolerance.
• Advise on investments, insurance, and financial products.
• Manage client portfolios and adjust as needed.
• Maintain long-term client relationships with regular communication.
• Stay updated on markets, economic conditions and regulations.
• Identify new business opportunities to grow assets.
• Collaborate with internal specialists for holistic solutions.
• Utilize CRM and planning software to track progress.

Connaissances

Client relationships

Financial planning

Investment advisory

Communication skills

Time management

Ethical mindset

Formation

Bachelor's degree in Finance/Economics/Business

CFP or CFA certification desirable

Outils

CRM systems

Financial planning software

Description du poste

Placements24 is seeking a Wealth Management Advisor to serve clients remotely with a focus on Welkom, Free State. You will deliver tailored financial planning, investment guidance, and holistic solutions to individuals and families.

In this remote-first role, you’ll leverage modern planning tools, maintain strong client relationships, and work with internal specialists to meet financial goals while ensuring regulatory compliance and exemplary service.