CFP-Certified Wealth Advisor for High-Net-Worth Clients

Placements24; Vereeniging; On-site; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Health insurance

Bonuses

Professional development

Job summary

Placements24 in Vereeniging seeks a Senior Financial Advisor to join its wealth team. You will build and manage a portfolio of high-net-worth clients, delivering tailored investment, retirement, and estate planning strategies.

The role demands fiduciary integrity, strong client relations, and a proven sales track record within a client-centric, growth-oriented firm that offers robust planning tools and development opportunities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFP certification required.
• Minimum 7 years in financial planning and wealth management.
• Proven track record managing client portfolios and meeting sales targets.
• Knowledge of investment products, retirement planning, and tax implications.
• Excellent communication and client relationship skills.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Analyze clients' financial situations, risk tolerance, and objectives.
• Advise on investments, insurance, and annuities.
• Build and maintain long-term relationships with high-net-worth clients.
• Stay updated on market trends and regulatory changes.
• Achieve and exceed sales and client acquisition targets.

Education

Bachelor's degree in Finance or Economics

CFP certification

Job description

Placements24 in Vereeniging seeks a Senior Financial Advisor to join its wealth team. You will build and manage a portfolio of high-net-worth clients, delivering tailored investment, retirement, and estate planning strategies.

The role demands fiduciary integrity, strong client relations, and a proven sales track record within a client-centric, growth-oriented firm that offers robust planning tools and development opportunities.