Hybrid Financial Advisor: Grow Wealth & Client Goals

Placements24; Cape Town; Hybrid; ZAR 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Hybrid work model

Training & development

Commission & bonuses

Job summary

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Upington, Northern Cape. You will build strong client relationships, understand financial goals, and develop tailored financial plans across investments, retirement planning, insurance, and wealth management.

Join a supportive practice focused on client outcomes, with ongoing training, performance-based incentives, and a flexible hybrid schedule to balance client meetings and office work.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP certification or willingness to obtain.
• Proven experience in financial planning or wealth management.

Responsibilities

• Meet with clients to assess financial goals and risk tolerance.
• Develop and present personalized financial plans.
• Recommend and implement investments, insurance, and retirement strategies.
• Monitor portfolios and provide ongoing advice.

Skills

Client communication

Sales skills

Interpersonal skills

Relationship building

Integrity

CRM proficiency

Education

Bachelor's degree in Finance or Economics or related field

CFP certification or willingness to obtain

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Upington, Northern Cape. You will build strong client relationships, understand financial goals, and develop tailored financial plans across investments, retirement planning, insurance, and wealth management.

Join a supportive practice focused on client outcomes, with ongoing training, performance-based incentives, and a flexible hybrid schedule to balance client meetings and office work.