Senior Wealth Advisor: Insurance & Legacy Planning

Placements24; Riverton (UT); Hybrid; USD 42,000 - 61,000; Full time

Benefits offered by this job

Commission & bonus structure

Hybrid work model

Medical aid & retirement fund

Professional development & certs

Job summary

Placements24 seeks a Senior Financial Advisor specializing in insurance and wealth management to serve clients in Upington, Northern Cape. The role blends in-person meetings with remote outreach to optimize insurance portfolios and long-term wealth goals.

You will assess client goals, risk tolerance, and product needs, delivering tailored plans, cross-selling opportunities, and ongoing portfolio reviews. A strong FAIS compliance background and client-centric approach are essential.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Manager.
• Proven ability to develop and implement financial plans for individuals and families.

Responsibilities

• Conduct financial needs analyses and insurance reviews.
• Develop and present personalized financial plans with insurance, investment, and retirement components.
• Advise on life, disability, and income protection products.
• Build and maintain long-term client relationships with regular reviews.
• Ensure compliance with FAIS regulations and ethical standards.

Skills

Client relationships

Sales & negotiation

Financial planning

Insurance products

CRM systems

Education

RE 5 (NQF 5)

Tools

Financial planning software

CRM systems

Job description

Placements24 seeks a Senior Financial Advisor specializing in insurance and wealth management to serve clients in Upington, Northern Cape. The role blends in-person meetings with remote outreach to optimize insurance portfolios and long-term wealth goals.

You will assess client goals, risk tolerance, and product needs, delivering tailored plans, cross-selling opportunities, and ongoing portfolio reviews. A strong FAIS compliance background and client-centric approach are essential.