Wealth Management Advisor

Placements24; United States; Remote; USD 90,000 - 160,000; Full time

Benefits offered by this job

Uncapped commission

Remote work flexibility

Health insurance

Retirement contributions

Professional development

Advanced planning tools

Remote client base growth

Reputable firm

Job summary

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.

Responsibilities

• 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.

Skills

Client relationships

Financial planning

Investment advisory

Communication skills

Time management

Ethical mindset

Education

Bachelor's degree in Finance/Economics/Business

CFP or CFA certification desirable

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a distinguished financial advisory firm, is seeking a dedicated Wealth Management Advisor to serve clients remotely, with a strong focus on the Welkom, Free State region. This role is designed for a client-centric professional passionate about helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. The advisor will leverage cutting-edge technology and virtual communication tools to build and maintain strong client relationships. This is an ideal opportunity for an experienced professional looking for a flexible, remote-first role within the vibrant Banking & Finance sector, contributing to the financial well-being of residents in the Free State .

Key Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, and estate planning.
• Conduct thorough financial needs analysis to understand client objectives and risk tolerance.
• Provide expert advice on investment products, insurance, and other financial instruments.
• Manage client portfolios, monitoring performance and making necessary adjustments.
• Build and maintain long-term relationships with clients through regular communication and personalized service.
• Stay updated on market trends, economic conditions, and regulatory changes affecting wealth management.
• Identify and pursue new business development opportunities to expand the client base.
• Ensure compliance with all relevant financial regulations and firm policies.
• Collaborate with internal specialists to provide holistic financial solutions.
• Utilize CRM and financial planning software to manage client information and track progress.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 4 years of experience in financial planning, investment advisory, or wealth management.
• Proven track record of successfully managing client relationships and growing assets under management.
• Strong knowledge of investment strategies, financial markets, and various financial products.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently, manage time effectively, and meet targets in a remote setting.
• Client-first approach with a strong ethical compass.
• Understanding of the financial needs and aspirations of individuals in the Free State .

Benefits

• Competitive base salary with uncapped commission potential.
• Full remote work flexibility, allowing for work-life balance.
• Comprehensive benefits package including health insurance and retirement contributions.
• Ongoing professional development and training opportunities.
• Access to advanced financial planning tools and research.
• Opportunity to build a significant client base remotely.
• Be part of a respected firm within the Banking & Finance industry.
• Empower individuals in Welkom and surrounding areas to achieve financial security.