Hybrid Financial Advisor - Personal Wealth Planner

Placements24; Mtubatuba Local Municipality; Hybrid; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Commission-based pay

Hybrid work model

Medical and retirement benefits

Training and development

Impact on clients' financial well‑be

Job summary

Placements24 is seeking a client-focused Financial Advisor to join a Richards Bay practice. You will provide personalized financial planning, investment guidance, and wealth management services to individuals and families, building long-term client relationships in a hybrid work setting.

Key duties include developing plans, advising on investments and retirement, and maintaining client records while staying compliant with regulations.

Qualifications

• CFP certification or equivalent in financial planning.
• Minimum 3 years of experience as a Financial Advisor or similar client-facing role.
• Proven track record of building and managing a client portfolio.

Responsibilities

• Develop and implement comprehensive financial plans tailored to client needs and goals.
• Provide expert advice on investments, retirement planning, insurance and estate planning.
• Conduct regular reviews with clients to track progress and adjust strategies.

Skills

Client facing

Interpersonal skills

Sales skills

Investment knowledge

Education

CFP certification

Job description

Placements24 is seeking a client-focused Financial Advisor to join a Richards Bay practice. You will provide personalized financial planning, investment guidance, and wealth management services to individuals and families, building long-term client relationships in a hybrid work setting.

Key duties include developing plans, advising on investments and retirement, and maintaining client records while staying compliant with regulations.