Wealth Management Advisor

Placements24; United States; Remote; USD 55,000 - 79,000; Full time

Benefits offered by this job

Competitive base salary with bonus/COM

Comprehensive medical, dental, and视

Opportunities for professional growth

Cutting-edge financial tools

Job summary

Placements24 in Randburg is seeking an experienced Wealth Management Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients, building personalized strategies and long-term relationships.

You will analyze goals, risk tolerance, and time horizons, manage portfolios, and ensure regulatory compliance while collaborating with a team using advanced planning tools.

Qualifications

• Minimum 5 years in wealth management or financial planning.
• Proven track record managing client portfolios and relationships.
• Strong knowledge of investment vehicles, markets, and economics.
• Experience with financial planning software and CRM systems.

Responsibilities

• Develop and execute tailored wealth management plans for affluent clients.
• Advise on investments, retirement, and estate planning; manage portfolios.
• Analyze client goals, risk tolerance, and time horizons.
• Monitor portfolios and adjust strategies as needed.
• Maintain proactive client communication and relationships.
• Ensure compliance with regulatory standards and ethics.

Skills

Wealth management

Financial planning

Investment advisory

Client relationships

CRM systems

Financial software

Education

Bachelor's degree in Finance, Economics, Business

CFP

CFA

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client is seeking an experienced and client-focused Wealth Management Advisor to join their prestigious practice in Randburg. This role is dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. You will be responsible for developing and implementing personalized wealth strategies, managing investment portfolios, and nurturing long-term client relationships. The ideal candidate possesses exceptional financial acumen, a deep understanding of investment products, and a commitment to helping clients achieve their financial aspirations within the Gauteng region.

Key Responsibilities

• Develop and execute tailored wealth management and financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio management, retirement planning, and estate planning.
• Conduct thorough client needs analysis to understand financial goals, risk tolerance, and time horizons.
• Monitor investment portfolios, research market trends, and make strategic adjustments as necessary.
• Cultivate and maintain strong, trusting relationships with clients through proactive communication.
• Ensure compliance with all regulatory requirements and ethical standards in financial advisory services.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFP, CFA) are highly valued.
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of managing client relationships and investment portfolios.
• Strong knowledge of investment vehicles, financial markets, and economic principles.
• Excellent analytical, problem-solving, and interpersonal skills.
• Familiarity with financial planning software and CRM systems is essential.

Benefits

• Competitive base salary with a generous performance-based commission structure.
• Comprehensive medical, dental, and vision insurance.
• Opportunities for professional growth and advanced certifications.
• A collaborative environment with access to cutting-edge financial tools and resources in Randburg.
• Be part of a leading wealth management firm focused on client success and ethical practice.